Private Advisor Group - aVenture Asset Manager Research
Location
Morristown, NJ, US
Founded
1997
Private Advisor Group, established in 1997 and based in Morristown, New Jersey, focuses on providing infrastructure support for independent financial advisors. The firm partners with the largest independent broker-dealer to offer exceptional compliance and supervisory oversight, high-touch customer service, and an attractive economic model for its over 600 member advisors. Their investment activities include post-IPO equity rounds.
Notable portfolio companies include AvalonBay Communities and Kite Realty Group Trust. The firm was founded by Patrick Sullivan and John Hyland. Private Advisor Group emphasizes a shared vision for growth, supporting advisors in creating independent firms while being part of a broader community. They offer unique value-add services such as compliance support and high-touch customer service to ensure advisors can focus on their clients and growth strategies.
Private Advisor Group - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages