Important Tax Note: Portfolia has delivered all K-1s before the March 15th deadline as we do every year. As always, these documents were sent through an encrypted email to protect your information from admin@moonstonecpa.com. For any questions or issues accessing your documents, please email members@portfolia.com.
Annual Fund Performance Report
EIN: 88-2716460
2026 Fund Performance Overview Session
The fund partners shared an overview of the fund's performance, current updates on all companies, and discussed how they're viewing the market.
2025 Active Aging & Longevity II Fund Performance Report
The 2025 financial statements are as of and for December 31, 2025. Please note all updates provided are confidential and not for distribution.
To access the file, use password:
2025AAL2Report!
Semi-Annual Company Reports
The EOY highlights of 2025 as provided by the companies are linked below. Please note all updates provided are confidential and not for distribution.
To access the file, use password: EOY25AAL2!
Active Aging & Longevity II Portfolio Highlights
The Active Aging Market is estimated to be in excess of $100B worldwide. In the US alone, those over 50 control 80% of US aggregated net worth. Their household wealth is 3x the size of households headed by 25-50-year olds. On the other hand, the longevity market is an emerging space focused on a younger population, exploring ways great and small to extend the length and health of life, from epigenetics to fasting to ‘moon shot’ new technologies. We see it as a related continuum. The Portfolia Active Aging and Longevity Fund II will invest in the products, services, technologies, and platforms in both spaces.
The dashboard is where our innovative model of collaborative, transparent investing comes to life. Your dashboard will provide detailed company information (i.e. company updates, companies in diligence, new investments), recordings of company pitches, and links for upcoming events. The Portfolia platform is designed to bring you as close to the investing process as you’d like to be -- and we hope you’ll join in regularly to lend your business and consumer expertise.
Portfolio Company Valuations
The Companies & Leadership Team
The Portfolia Active Aging & Longevity Fund II is led by a world-class team of highly sophisticated and experienced investors who are leaders in their respective fields, as venture capitalists, angel investors, and innovators. They bring an expert skill-set including sourcing, diligence, deal negotiation, executive recruitment, strategy and governance.
The Companies
Portfolia Fund Partners
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Active Aging & Longevity II
-Recognized by Forbes as one of the 50 female futurists globally
-Co-Founder, Age Wave
-Member of The Wall Street Journal’s Expert Panel on Retirement