Portolan Capital Management, Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $2.0B
- Clients
- 19
- Avg AUM / client
- $106M
- Accounts
- 20
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 14 | $267M | 13.2% |
| Investment companies | 1 | $1.0B | 51.8% |
| Pooled investment vehicles (non-investment companies) | 4 | $597M | 29.5% |
| Charitable organizations | Fewer than 5 clients | $110M | 5.44% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $304M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Portolan Select Fund, Lp | Hedge Fund | Delaware | $119M | 37 |
| Portolan Equity Fund, Lp master | Hedge Fund | Delaware | $115M | 34 |
| Portolan Equity Offshore Fund, Ltd. feeder | Hedge Fund | Cayman Islands | $70.0M | 5 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mccabe, George, Frederic | Chief Investment Officer, Managing Director, And Sole Member | Dec 2004 (22y) | 75% or more | |
| Bonner, Nancy, Jean | Chief Administrative Officer | Nov 2014 (12y) | Less than 5% | |
| Nardone, Christopher, Samuel | Chief Financial Officer And Chief Operating Officer | Nov 2014 (12y) | Less than 5% | |
| Flaherty, Betsy, Hochadel | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $304M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Portolan Select Fund, Lp | Hedge Fund | $119M | $1.0M | 37 |
| Portolan Equity Fund, Lp | Hedge Fund | $115M | $2.0M | 34 |
| Portolan Equity Offshore Fund, Ltd. | Hedge Fund | $70.0M | $2.0M | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/15/2026 | 1.64 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $333M (16% of AUM) Apr 2026
- Fidelity Brokerage Services $44.4M (2% of AUM) Apr 2026
- Goldman Sachs $34.6M (3% of AUM) Jan 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 15, 2026.
View current Form ADV (SEC/IAPD) ↗