Advanced Portfolio Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 138769
- Registered since
- January 23, 2006
- Website
- apmcap.com
- Custodians
- INTERACTIVE BROKERS LLC
- 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
FINTRXOverview
Advanced Portfolio Management, LLC is a privately owned limited liability company that operates as a hedge-fund style adviser focused on institutional clients. Registered with the SEC since 2006, the firm provides portfolio management for pooled investment vehicles and for businesses or institutions, and it performs adviser selection work. It also functions in sponsor/GP/managing-member roles for pooled vehicles and is registered to act as a CPO/CTA. Its fee schedules include percentage-of-assets, fixed fees and performance-based fees. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Robert Kiernan
Chief Executive OfficerCRD 1666924
Rahul Kakar
Principal and Chief Investment OfficerCRD 2556887
Contacts
1 of 1
Matthew Hansen
PrincipalCRD 2210575
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$1.9M in ETFs
100%
$1.9M
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% |
Location
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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