Portfolio Advisors Achieves Milestone with $622 Million Fund
Portfolio Advisors Closes Fifth Co-Investment Fund
Portfolio Advisors, a leading specialist in private markets, proudly announces the successful closure of its fifth co-investment fund, totaling $622 million. This impressive figure not only surpassed its initial target of $600 million but also highlights a strong demand from a variety of investors, including pension funds, insurance companies, foundations, endowments, family offices, and high-net-worth individuals.
Successful Investment Strategy
The PA Co-Investment Fund V (PCIF V) has already committed approximately 65% of its capital to 20 promising portfolio companies. This continues the firm’s established strategy of partnering with top-tier private equity sponsors dedicated to investing in mid-market U.S. companies that are either undergoing buyouts or seeking growth equity transactions.
Leadership Behind the Fund
Leading the direct equity investment team at Portfolio Advisors are Adam Clemens and Benjamin Hur. Their collective experience over the past 17 years has produced remarkable results, having invested more than $1.9 billion in over 130 middle-market companies. Their success signifies not just their expertise, but the robust nature of their investment approach.
Clemens expressed gratitude for the backing received from both existing and new investors, emphasizing the evident market demand for equity co-investment solutions that lead to exposure to high-quality companies backed by reputable sponsors.
The Future of the Co-Investment Program
The solid fundraising results reflect the strength and credibility of Portfolio Advisors' co-investment program. Benjamin Hur remarked on their eagerness to continue delivering attractive risk-adjusted returns for investors by leveraging deep sponsor relationships and over a decade of co-investing experience in the mid-market arena.
About FS Investments
FS Investments stands as a global alternative asset manager committed to delivering superior performance and innovative investment solutions. With a robust portfolio catering to institutional investors, financial professionals, and individual investors, the firm manages assets aggregating over $83 billion. FS Investments offers various alternative asset classes and strategies, supported by top-notch investment teams and partners. This diversified platform enhances its relationships with general partners, asset owners, and portfolio companies. FS Investments prides itself on a high-performance culture, continuously focusing on value creation for its clients, investing in talent, and contributing to community development.
Anchored by over 500 employees across multiple continents, including the U.S., Europe, and Asia, FS Investments is headquartered in Philadelphia. Their unwavering commitment to building value extends to every client they serve.
Contact Information
For further inquiries, reach out to Melanie Hemmert for more details about Portfolio Advisors and its investment strategies.
Frequently Asked Questions
What is the PA Co-Investment Fund V?
PCIF V is the fifth co-investment fund managed by Portfolio Advisors, recently closed with commitments totaling $622 million.
Who are the key leaders behind the fund?
Adam Clemens and Benjamin Hur lead the direct equity investment team and have been instrumental in the success of the fund.
How much capital has PCIF V committed so far?
PCIF V has committed approximately 65% of its capital to 20 portfolio companies since its inception.
What types of investors participated in the fund's closing?
The fund attracted various investors, including pension funds, insurance companies, foundations, endowments, family offices, and high-net-worth individuals.
What is the history of Portfolio Advisors in the market?
Portfolio Advisors has a notable track record in private markets, having invested over $1.9 billion in more than 130 middle-market companies over 17 years.
About The Author
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