Insights

Sustainable Growth Portolan Capital Management is a focused investment adviser in small- and mid-cap equities, suggesting a potential interest in relationship expansion with boutique investment firms and platforms serving similar client bases who value rigorous research and active management.

Strategic Stakes Recent disclosed investment activity shows Portolan building stakes across diverse sectors (Nerdy, Celestica, Ferroglobe, Qualys, Charah Solutions, Allot Communications, Coeur Mining), indicating opportunities to engage with their portfolio companies or to present capital markets research and analytics services that support their due diligence process.

Operational Footprint With a lean team in Boston and multiple client services across separate accounts, pooled vehicles, and sub-advisory relationships, Portolan may seek scalable tech-enabled solutions, compliance tooling, and fund administration partners to support growth and regulatory demands.

Tech Stack They leverage a web stack including WordPress, PHP, jQuery and JSON-LD, suggesting openness to digital marketing, website optimization, data visualization, and security enhancements that could improve client acquisition and information delivery.

Market Positioning Revenue in the plausible $10M–$25M range places Portolan among lean but professional investment shops; targeting them with compliant high-touch sales outreach, enterprise-grade data feeds, or risk analytics solutions could align with their emphasis on fundamental analysis and primary research.

Similar companies to Portolan Capital Management

Portolan Capital Management Tech Stack

Portolan Capital Management uses 8 technology products and services including RSS, Network Solutions, Google Cloud, and more. Explore Portolan Capital Management's tech stack below.

  • RSS
    Content Management System
  • Network Solutions
    Domain Name Services
  • Google Cloud
    Infrastructure As A Service
  • jQuery
    Javascript Libraries
  • Office 365
    Office Suites
  • Lua
    Programming Languages
  • PHP
    Programming Languages
  • Sitelinks Search Box
    Web Tools And Plugins

Media & News

Portolan Capital Management's Email Address Formats

Portolan Capital Management uses at least 1 format(s):
Portolan Capital Management Email FormatsExamplePercentage
FLast@portolan.comJDoe@portolan.com
100%

Frequently Asked Questions

What is Portolan Capital Management's phone number?

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You can contact Portolan Capital Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Portolan Capital Management's official website and social media links?

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Portolan Capital Management's official website is portolan.com and has social profiles on LinkedIn.

How much revenue does Portolan Capital Management generate?

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As of July 2026, Portolan Capital Management's annual revenue is estimated to be $10M - $25M.

What is Portolan Capital Management's SIC code NAICS code?

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Portolan Capital Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Portolan Capital Management have currently?

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As of July 2026, Portolan Capital Management has approximately 9 employees across 1 continents, including North America. Key team members include Principal: S. G.. Explore Portolan Capital Management's employee directory with LeadIQ.

What industry does Portolan Capital Management belong to?

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Portolan Capital Management operates in the Investment Management industry.

What technology does Portolan Capital Management use?

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Portolan Capital Management's tech stack includes RSSNetwork SolutionsGoogle CloudjQueryOffice 365LuaPHPSitelinks Search Box.

What is Portolan Capital Management's email format?

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Portolan Capital Management's email format typically follows the pattern of FLast@portolan.com. Find more Portolan Capital Management email formats with LeadIQ.

When was Portolan Capital Management founded?

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Portolan Capital Management was founded in 2004.
Portolan Capital Management logo

Portolan Capital Management

Investment ManagementMassachusetts, United States2-10 Employees

Portolan Capital Management, LLC is a Boston-based investment adviser registered with the SEC, focusing on small- and mid-cap equity investing. The firm relies on fundamental analysis and thorough primary research to inform its investment decisions and actively manages client portfolios. It provides services to qualified individuals and to private and public institutions through a mix of distinct client accounts, pooled investment funds, and sub-advisory arrangements.

Positioned in the investment management industry, Portolan emphasizes a research-based approach to selecting equity exposure. Based in Boston, Massachusetts, the firm operates with a small team and serves both individuals and institutional clients through multiple account structures.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
2004
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Portolan Capital Management's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Portolan Capital Management's revenue is estimated to be in the range of $10M - $25M

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