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Private Advisors, LLC

PRI reporting framework 2018

You are in Organisational Overview » Basic information

Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

% of assets under management (AUM) in ranges

Further options for investment managers (may be selected in addition to the above)

01.3. Additional information. [Optional]

Established in 1997, Private Advisors sources, underwrites, structures, and manages investments in small to mid-sized managers and direct transactions across the liquidity spectrum. Our integrated platform has expertise in Long/Short Equity, Credit, Real Assets and Small Company Private Equity. The tenor of our capital and range of expertise provides origination and diligence advantages that benefit our investors. We build commingled and customized portfolios on behalf of investors that seek to preserve and grow capital.

We have 33 investment professionals across our platform. Our 18 Investment Committee members average 19 years of alternative investment experience. We believe the collective knowledge and network of our platform is vital to superior decision-making; therefore we foster a team-based culture predicated on collaboration and information sharing.

For 20 years, institutional investors and wealthy families have entrusted us to invest capital on their behalf. In 2010 we entered into a strategic partnership with New York Life Investments, a part of the New York Life group, a AAA-rated company (New York Life has the highest possible financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+). Third Party Ratings based on financial strength as of August 2017.) and one of the largest life insurers in the world. Our partnership with New York Life provides organizational stability, an ability to attract and retain talent and aligned investment capital. A strong alignment of interests with our clients remains paramount. Employees maintain meaningful ownership in our firm and, along with New York Life, have substantial capital invested alongside our clients.


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

United States

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

70 FTE

02.4. Additional information. [Optional]


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2017

04.2. Indicate your total AUM at the end of your reporting year, Exclude subsidiaries you have chosen not to report on and any advisory/execution only assets.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]

Assets under management figure is estimated and unaudited and includes hedge fund and private equity assets.


OO 06. How would you like to disclose your asset class mix

New selection options have been added to this indicator. Please review your prefilled responses carefully.

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 0 0 0 0
Fixed income 0 0 0 0
Private equity 0 0 >50% 71
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 10-50% 29
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown (Not Applicable)


OO 08. Segregated mandates or pooled funds (Private)


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

  Developed Markets
  Emerging, Frontier and Other Markets
Total100%

09.2. Additional information. [Optional]


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