Analyst Portfolio Management Ltd.

Overview

Analyst Portfolio Management Ltd. is a corporation that has been registered with the SEC since 1995 and manages portfolios for both high-net-worth individuals and institutional clients. The firm operates on a percentage-of-AUM fee model and provides discretionary portfolio management for individuals, small businesses and institutions, while also producing periodicals or newsletters as part of its client communication and thought leadership. Investment activity is centered on a mix of private and public strategies, with a clear tilt toward private fund exposure. The firm does not identify as an active ESG investor and is organized with an ownership structure that includes both a foreign entity and individual ownership. Analyst Portfolio Management Ltd. does not function as a capital allocator in-house; instead it allocates to third-party managers and funds for a large portion of its alternative and private-market exposure.

Assets & Accounts

Investments & Alternatives

Location & Offices