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ADVANCED PORTFOLIO MANAGEMENT, LLC
CRD 138769 · SEC 801-66005
1330 AVENUE OF THE AMERICAS, 36TH FLOOR, NEW YORK, NY, 10019, United States
Phone
212-838-4700
Fax
212-838-0700
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.70B
Discretionary AUM
$26.1M
Team
18 total employees; 11 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $34.6M |
| Pension/profit sharing plans | 3 | $1.28B |
| Charitable organizations | 2 | $1.35B |
| Other investment advisers | 1 | $100K |
| Insurance companies | 1 | $34.8M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD