Trustee · Portfolio Advisors LLC
Thomas R. Trala
CRD 4345464 · 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 Thomas R. Trala on its Form ADV as Trustee, a control person. The SEC filings also name Thomas at 9 other registered advisers.
Firms and roles
- Portfolio Advisors LLCTrusteePrivate fund adviser · Darien, CT · $48B in regulatory assets
- FS Reit Advisor, LLCTrusteePrivate fund adviser · Philadelphia, PA · $9.1B in regulatory assets
- FS Tactical Advisor, LLCTrusteePrivate fund adviser · Philadelphia, PA · $279M in regulatory assets
- Fs/kkr Advisor, LLCTrusteeAsset manager · Philadelphia, PA · $16B in regulatory assets
- FS Digital Infrastructure Advisor, LLCTrusteePrivate fund adviser · Philadelphia, PA · $3.2B in regulatory assets
- FS Global Advisor, LLCTrustee of the 2011 Forman Investment TrustAsset manager · Philadelphia, PA · $3.0B in regulatory assets
- FS Structured Products Advisor, LLCTrusteePrivate fund adviser · Philadelphia, PA · $2.2B in regulatory assets
- FS Specialty Lending Advisor, LLCTrusteeAsset manager · Philadelphia, PA · $1.9B in regulatory assets
- FS Fund Advisor, LLCTrusteeAsset manager · Philadelphia, PA · $1.6B in regulatory assets
- FS Credit Income Advisor, LLCTrustee of the 2011 Forman Investment TrustAsset manager · Philadelphia, PA · $726M in regulatory assets
AtlasMembers
Thomas’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
- 3 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 (11)
- Joseph D. McGeehinChief Financial Officer, Portfolio Advisors LLC
- 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 Reit Advisor, LLC
6 more people named with Thomas on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.