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PORTOLAN CAPITAL MANAGEMENT, LLC

BOSTON, MA · CRD 157542 · IAPD ↗ · portolan.com · 617-753-6400

$2.02BRegulatory AUM
4Advisory reps
12Employees
0Clients
n/aPlanning clients
3Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — PORTOLAN CAPITAL MANAGEMENT, LLC reported RAUM up 28% ($1.58B -> $2.02B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — PORTOLAN CAPITAL MANAGEMENT, LLC reported RAUM up 30% ($1.22B -> $1.58B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.