The ADVANCED PORTFOLIO MANAGEMENT, LLC is a privately held investment adviser that advises $2.7Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ADVANCED PORTFOLIO MANAGEMENT, LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 106.33% over the last 5-years.
The Group has been registered with the SEC for 20.53 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1330 AVENUE OF THE AMERICAS 36TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 18 employees comprised of 11 investment and 7 non-investment staff. The total number of Employees increased by 80% over the last 5-years.
Their $2.7Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 7 other accounts. Assets of Charitable Organizations clients own $1.35Bn or 49.96% of Total Assets and Pension and Profit Sharing Plans-Private own $1.28Bn or 47.46% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are Charitable Organizations and Pension and Profit Sharing Plans-Private.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
ADVANCED PORTFOLIO MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.