ADVANCED PORTFOLIO MANAGEMENT, LLC

RIASEC RegisteredEst. 2006

Total AUM

$2.7B

Discretionary

$26.1M

1% of AUM

Avg account

$337M

Accounts

8

Employees

18

Advisory reps

5

Firm details

Headquarters: New York, New York
CRD number: 138769
Registered since: January 23, 2006
Website: apmcap.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Charitable Organizations49.96%
Pension & Profit Sharing Plans47.46%
Insurance Companies1.29%
Pooled Investment Vehicles1.28%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Advanced Portfolio Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2006. The firm operates primarily as a hedge-fund manager serving institutional clients and acts as sponsor/GP and managing member for pooled investment vehicles. Its advisory work includes portfolio management for pooled vehicles and for institutions or businesses, plus selection of other advisers. Fee arrangements include a mix of AUM-based fees, fixed fees, and performance-based fees. The firm does not describe itself as an ESG investor and does not function as an outside capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities98%
Cash & Cash Equivalents2%

Owners & executives

2 of 2

RAHUL KAKAR
Principal and Chief Investment OfficerCRD 2556887
ROBERT KIERNAN
Chief Executive OfficerCRD 1666924

Contacts

3 of 3

MATTHEW HANSEN
PrincipalCRD 2210575
FAN JIANG
Portfolio ManagerCRD 7359548
Pellegrino Dolgetta
CCOCRD 6869112

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$1.9M in ETFs

Passive

100%

$1.9M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)	Invesco	Passive	Large Blend	$958K	5,000	50.00%

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Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: NEW YORK
Address: 1330 Avenue of the Americas
Time zone: ET (UTC-5)
Office locations

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