Chief Financial Officer · Portfolio Advisors LLC
Joseph D. McGeehin
CRD 5193186 · Named on Form ADV at 10 SEC-registered advisers
At a glance
Portfolio Advisors LLC, an SEC-registered private fund adviser based in Darien, CT with $47.8 billion in regulatory assets, lists Joseph D. McGeehin on its Form ADV as Chief Financial Officer, a control person. The SEC filings also name Joseph at 9 other registered advisers.
Firms and roles
- Portfolio Advisors LLCChief Financial OfficerPrivate fund adviser · Darien, CT · $48B in regulatory assets
- Fs/kkr Advisor, LLCChief Financial OfficerAsset manager · Philadelphia, PA · $16B in regulatory assets
- FS Reit Advisor, LLCChief Financial OfficerPrivate fund adviser · Philadelphia, PA · $9.1B in regulatory assets
- FS Digital Infrastructure Advisor, LLCChief Financial OfficerPrivate fund adviser · Philadelphia, PA · $3.2B in regulatory assets
- FS Global Advisor, LLCChief Financial OfficerAsset manager · Philadelphia, PA · $3.0B in regulatory assets
- FS Structured Products Advisor, LLCChief Financial OfficerPrivate fund adviser · Philadelphia, PA · $2.2B in regulatory assets
- FS Specialty Lending Advisor, LLCChief Financial OfficerAsset manager · Philadelphia, PA · $1.9B in regulatory assets
- FS Fund Advisor, LLCChief Financial OfficerAsset manager · Philadelphia, PA · $1.6B in regulatory assets
- FS Credit Income Advisor, LLCChief Financial OfficerAsset manager · Philadelphia, PA · $726M in regulatory assets
- FS Tactical Advisor, LLCChief Financial OfficerPrivate fund adviser · Philadelphia, PA · $279M in regulatory assets
AtlasMembers
Joseph’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 10 firmsLocked
- Control-person status
- 10 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (10)
- James R. PetersonChief Compliance Officer, Portfolio Advisors LLC
- Michael C. FormanChief Executive Officer, Portfolio Advisors LLC
- Marc R. BryantChief Legal Officer, Portfolio Advisors LLC
- Elizabeth C. DetwilerManaging Director, CCO, Fs/kkr Advisor, LLC
- Stephen SypherdGeneral Counsel, Secretary, Fs/kkr Advisor, LLC
5 more people named with Joseph on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.