Advanced Portfolio Management, LLC
● SEC registered since 2006CRD 138769SEC# 801-66005New York, NY
Ranks #1,863 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.7B
Fund GAV
$25.9M
Private funds
1
Employees
18
Accounts
8
Location
New York, NY
Advanced Portfolio Management, LLC assets under management
Advanced Portfolio Management, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2006. It reports $2.7 billion in regulatory assets under management and employs 18 people. Advanced Portfolio Management, LLC manages 1 private fund with combined gross assets of $25.9 million, including Apm Thematic Equities LLC. By regulatory assets, it ranks 1,863 of 6,004 private fund managers.
Advanced Portfolio Management, LLC private funds
1 funds · $25.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Apm Thematic Equities LLC | Hedge | $25.9M | $1M |
Advanced Portfolio Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fan Jiang Control | Director Of Investment Research | Under 5% | 2018 |
| Matthew Scott Hansen Control | Principal | Under 5% | 2020 |
| Pellegrino Jonmichael Dolgetta | Cco | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Advanced Portfolio Management, LLC manage?
Advanced Portfolio Management, LLC reports $2.7 billion in regulatory assets under management on its Form ADV.
How many private funds does Advanced Portfolio Management, LLC manage?
Advanced Portfolio Management, LLC manages 1 private funds with combined gross assets of $25.9 million.
How many employees does Advanced Portfolio Management, LLC have?
Advanced Portfolio Management, LLC reports 18 employees.
Where is Advanced Portfolio Management, LLC located?
Advanced Portfolio Management, LLC is based in New York, NY and has been SEC-registered since 2006.
Does Advanced Portfolio Management, LLC disclose fund performance?
Advanced Portfolio Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1330 Avenue of the Americas, 36th Floor, New York, NY 10019 |
| Phone | 212-838-4700 |
| Fax | 212-838-0700 |
| Office hours | 8a.m. To 6p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.7B▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
AUM vs fund managersTop 31%
Larger than 69% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$2.7Bregulatory AUM
Discretionary $26.1MNon-discretionary $2.67B
Service providers
Auditor
Prime broker
Custodian
Administrator