About Portolan Capital Management
Portolan Capital Management is a company based in Boston (United States) founded in 2004 by George McCabe. It operates as a B2B, and Asset Management. The company has 12 employees as of December 31, 2022. Portolan Capital Management offers products and services including Investment Management Services and Pooled Investment Vehicles. Portolan Capital Management operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others.
- Headquarter Boston, United States
- Employees 12 as on 31 Dec, 2022
- Founders George McCabe
-
Sectors
Financial Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Portolan Capital Management Ll
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
-
Investors
-
Employee Count
12
as on Dec 31, 2022
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Offers equity investment management for institutions using research-based strategies
Manages funds for qualified investors in small-cap equities
Funding Insights of Portolan Capital Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Portolan Capital Management
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Portolan Capital Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Portolan Capital Management Comparisons
Competitors of Portolan Capital Management
Portolan Capital Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
|
|
| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
|
|
| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
|
|
| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
|
|
| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
|
|
| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Portolan Capital Management
Frequently Asked Questions about Portolan Capital Management
When was Portolan Capital Management founded?
Portolan Capital Management was founded in 2004.
Where is Portolan Capital Management located?
Portolan Capital Management is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
How many employees does Portolan Capital Management have?
As of Dec 31, 2022, the latest employee count at Portolan Capital Management is 12.
What does Portolan Capital Management do?
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.
Who are the top competitors of Portolan Capital Management?
Portolan Capital Management's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Portolan Capital Management offer?
Portolan Capital Management offers Investment Management Services and Pooled Investment Vehicles.
Book a demo & talk to our team
Share a few details and we’ll reach out to schedule a session.