Advanced Portfolio Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $2.7B in regulatory assets under management, 18 employees, and 8 accounts.
Assets Under Management
$2.7B
Employees
18
Offices
--
Total Clients
8
Primary office
NEW YORK, NY
1330 AVENUE OF THE AMERICAS, 36TH FLOOR, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 37.5% of total clients.
Top client categories% of clientsClients
1
Pension Plans
37.5%
3
2
Charitable
25.0%
2
3
Pooled Investment Vehicles
12.5%
1
4
Other Advisers
12.5%
1
5
Insurance Cos.
12.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.7Bas of March 31, 2026
Discretionary1.0%
$26M
1% of total RAUM1.0%
Non-discretionary99.0%
$2.7B
99% of total RAUM99.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.7B
Total Accounts8
10Y AUM Change$-1.3B (-32.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee0:1
10Y Employee Change+7 (+63.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.