PORTOLAN CAPITAL MANAGEMENT, LLC

CRD 157542 · SEC 801-73963

Visit website

TWO INTERNATIONAL PLACE, SUITE 2630, BOSTON, MA, 02110, United States

Phone

617-753-6400

Fax

617-753-6450

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.02B

Discretionary AUM

$2.02B

Team

12 total employees; 4 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-15

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
High net worth individuals	14	$267.1M
Investment companies	1	$1.05B
Pooled investment vehicles	4	$597.0M

States served

MA, FL

All web addresses on file

https://portolan.com/
https://www.linkedin.com/company/portolan-capital-management/

Official SEC filing: View on IAPD