Advanced Portfolio Management, LLC is a large advisory firm based in New York. It manages $4.01 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New York.
Advanced Portfolio Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Advanced Portfolio Management, LLC is $4.01 billion. The firm's AUM has grown by 507% since the beginning of its operation, and $2.4 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Advanced Portfolio Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Advanced Portfolio Management is pooled investment vehicles with 7 clients and $481.06 million of assets under management. Among the 11 most similar advisory firms, Advanced Portfolio Management has the 6th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $481.06 million for 7 clients. 60% of the firm’s clients are foreign persons or businesses.
Advanced Portfolio Management also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $5,000,000.
The company employs 14 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Adri Guha has served as the Chief Investment Officer since 1 Jun 2012. Rahul Kakar joined the executive team most recently as the Principal.
The principal office where Advanced Portfolio Management, LLC performs its advisory services is located at 1330 Avenue Of The Americas, New York, NY 10019 The mailing address of the firm is 1330 Avenue Of The Americas, New York, NY 10019. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-838-4700 or by fax 212-838-0700. The normal business hours are 8am to 6pm on Monday - Friday. You can find more information about the New York firm at apmcap.com.