PORTOLAN CAPITAL MANAGEMENT, LLC

Two International Place
Suite 2630
Boston, Massachusetts 02110
Tel: 617-753-6400

About PORTOLAN CAPITAL MANAGEMENT, LLC

PORTOLAN CAPITAL MANAGEMENT, LLC, formally registered with the SEC as PORTOLAN CAPITAL MANAGEMENT, LLC. The firm was established in 03/30/2012. They have over 2 offices throughout the country.

PORTOLAN CAPITAL MANAGEMENT, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $1,218,037,689 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157542
SEC#	801-73963
Assets Managed by Firm	$1,218,037,689
No. of Clients	22
No. of Advisors	13

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	22	$1,218,037,689
High net worth individuals	16	$117,581,072
Charitable organizations	Fewer than 5 clients	$69,779,608

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