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Portfolio BI
Portfolio BI provides data solutions and cloud infrastructure services to over 175 alternative asset managers, from offices in New York, London, and...
Portfolio BI
Portfolio BI (PBI) supplies front-to-back office investment management software and cloud infrastructure to hedge funds, private credit firms, and institutional asset managers. The company's flagship products — PBI Axiom, PBI Vector, and PBI Stratus — address analytics, workflow, governance, and security challenges in portfolio data management. PBI's platform-centric approach integrates software technology with public cloud infrastructure and IT services. The firm targets clients in the alternative investment industry, with 60% of assets under management using PBI software focused on credit strategies. Its client base exceeds 175 financial firms across multiple regions, including North America, Europe, and the Balkans. The leadership team comprises twelve individuals drawn from financial services and technology backgrounds, including Jonathan White, Sumit Mahajan, and Paul Goduco. PBI maintains three offices: New York at 1400 Broadway, London at 30 Crowne Place, and Belgrade at Balkanska 2. In December 2024, Portfolio BI and ACA Group announced a strategic partnership to deliver an integrated performance measurement and oversight solution for asset managers (per firm website, December 2024). PBI distinguishes itself by offering a combination of software products and IT services — including cybersecurity, data management, and business advisory — under one roof. This hybrid delivery model allows the firm to serve as both a technology vendor and operational partner for its asset manager clients.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
1400 Broadway, Suite 2810, New York, NY 10018, United States
Additional offices
London, United Kingdom · Belgrade, Serbia
Principals
Jonathan White
Leadership Team
Sumit Mahajan
Leadership Team
Paul Goduco
Leadership Team
Tatjana Nikolic
Leadership Team
Chris Cattermole
Leadership Team
Michael Dittenhoefer
Leadership Team
Dana Perretti
Leadership Team
Aleksandar Vulovic
Leadership Team
Michael Spurr
Leadership Team
Mubin Mirkar
Leadership Team
Anthony Ostler
Leadership Team
Vesna Varga
Leadership Team
Sector focus
Frequently asked questions
Who runs investment decisions at Portfolio BI?
Portfolio BI is led by a twelve-person leadership team of financial services and technology veterans. Named individuals include Jonathan White, Sumit Mahajan, Paul Goduco, Tatjana Nikolic, Chris Cattermole, Michael Dittenhoefer, Dana Perretti, Aleksandar Vulovic, Michael Spurr, Mubin Mirkar, Anthony Ostler, and Vesna Varga (per firm website). The firm does not publicly disclose a single CEO or CIO.
How does Portfolio BI source proprietary deal flow?
Portfolio BI does not source deal flow on behalf of clients. It provides data solutions and cloud infrastructure services that help asset managers manage portfolio and trading data. Its sourcing is through direct sales and partnerships, such as the strategic alliance with ACA Group (per firm website, December 2024).
Is Portfolio BI structured as a single family office or does it operate more like a technology vendor?
Portfolio BI is a technology and services company, not a family office. It describes itself as a "data solutions and cloud infrastructure services provider" for alternative asset managers. It offers software products, IT services, cybersecurity, data management, and business advisory.
What investment stages does Portfolio BI typically target?
Portfolio BI does not make investments. It sells software and services to asset managers, including hedge funds, private credit firms, and institutional asset managers. Its client base spans firms that deploy capital across various stages, but PBI itself does not invest.
Which sectors does Portfolio BI explicitly avoid?
Portfolio BI does not publicly disclose any explicit sector avoidance. Its client focus is on alternative asset managers in the financial services industry.
How is Portfolio BI related to portfolio construction or investment advisory?
Portfolio BI provides data management and workflow tools that support portfolio and order management. Its PBI Axiom product offers an IBOR (Investment Book of Record) with order management and portfolio management system modules. It does not offer investment advisory or portfolio construction services itself.
Does Portfolio BI maintain philanthropic structures?
Portfolio BI does not publicly disclose any philanthropic foundations or charitable vehicles on its website.
Where does the underlying wealth come from?
Portfolio BI is a privately held technology company. Its ownership structure and wealth origin are not publicly disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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