Portolan Capital Management

Boston, United States Founded: 2004 • Age: 22 yrs
Provides investment management for small- and mid-cap equities through fundamental analysis and research.

About Portolan Capital Management

Portolan Capital Management is a Financial Services company based in Boston (United States) founded in 2004 by George McCabe. It provides investment management for small- and mid-cap equities through fundamental analysis and research. It operates on a B2B and Asset Management model. The company has 12 employees. Portolan Capital Management offers products and services including Investment Management Services and Pooled Investment Vehicles. Its focus areas include Finance, Investment Management, Equity Investing and Small and Mid-Cap. Its legal entity is PORTOLAN CAPITAL MANAGEMENT LL. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.

Company details

Portolan Capital Management, LLC is an SEC-registered investment adviser based in Boston, specializing in small- and mid-cap equity investing. Founded in 2004, it uses fundamental analysis and primary research to manage portfolios. The firm serves qualified individuals, private institutions, and public entities via separate accounts, pooled investment vehicles, and sub-advisory relationships. It emphasizes risk management in its active strategies, targeting institutional clients in the finance sector.

  • Headquarters Boston, United States
  • Employees 12
  • Founders George McCabe
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website portolan.com
  • Social LinkedIn
  • Legal Name Portolan Capital Management Ll
Key Metrics
  • Employee Count
    12

Products & Services of Portolan Capital Management

Portolan Capital Management offers a comprehensive portfolio of products and services, including Investment Management Services and Pooled Investment Vehicles.

Investment Management Services
Financial Services

Offers equity investment management for institutions using research-based strategies

Pooled Investment Vehicles
Investment Products

Manages funds for qualified investors in small-cap equities

People of Portolan Capital Management

1 people are tracked at Portolan Capital Management (1 in leadership); the tracked headcount is 12.

NameRoleGroup
George McCabe
Founder, CIOLeadership
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Competitors of Portolan Capital Management

Portolan Capital Management has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
morganstanley.com1935New York, United States49
Wealth management, investment advisory, and financial services are provided.
guggenheimpartners.com1999New York, United States$21M2,043
Asset management and investment advisory services are provided to clients.
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Detailed competitors of Portolan Capital Management

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Web traffic of Portolan Capital Management

The website of Portolan Capital Management (portolan.com) receives about 1.4K visits a month.

  • Monthly visits
    1.4K

    ▼ 15.6% vs previous month

Top companies in Private Equity Funds

3 companies that operate in the same segment as Portolan Capital Management (Private Equity Funds) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Alternative asset investment management firm
1997Los Angeles, California, United StatesUSD 6.2 B3,200
Private equity and debt investments are managed for businesses.
2004Los Angeles, California, United StatesUSD 3.15 B3,200
Multiple sectors are invested in by this private equity firm.
1976New York, New York, United StatesUSD 20.29 B4,830
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Related news about Portolan Capital Management

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Frequently Asked Questions about Portolan Capital Management

Portolan Capital Management was founded in 2004.

Portolan Capital Management is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.

Portolan Capital Management has 12 employees.

Portolan Capital Management, LLC is an SEC-registered investment adviser based in Boston, specializing in small- and mid-cap equity investing. Founded in 2004, it uses fundamental analysis and primary research to manage portfolios. The firm serves qualified individuals, private institutions, and public entities via separate accounts, pooled investment vehicles, and sub-advisory relationships. It emphasizes risk management in its active strategies, targeting institutional clients in the finance sector.

Portolan Capital Management's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.

Portolan Capital Management offers Investment Management Services and Pooled Investment Vehicles.

Portolan Capital Management operates through Portolan Capital Management Ll.

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