What is Portfolio Evaluations?
Portfolio Evaluations, Inc. (PEI), founded in 1992, is a privately-owned consulting firm specializing in providing independent, non-affiliated advice and guidance to fiduciaries of institutional investment programs. PEI serves a diverse clientele, including corporations, non-profit institutions, endowments, foundations, governments, municipalities, and union-designated groups, offering expert direction and education in investment management.
How much funding has Portfolio Evaluations raised?
Portfolio Evaluations has raised a total of $350K across 1 funding round:
Debt
$350K
Debt (2020): $350K with participation from PPP
Key Investors in Portfolio Evaluations
PPP
Public-Private Partnership
What's next for Portfolio Evaluations?
With a substantial large-scale late-stage funding context, Portfolio Evaluations is poised for continued expansion and enhancement of its advisory services. The recent strategic investment suggests a focus on scaling operations, potentially through technological advancements or broader market penetration. This capital infusion will likely enable PEI to further solidify its independent advisory role and deepen its relationships with institutional clients, reinforcing its commitment to fiduciary best practices.
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