| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Apm Thematic Equities LLC | Hedge | $74M | $1M |
| 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 |
Advanced Portfolio Management, LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
Advanced Portfolio Management, LLC manages 1 private funds with combined gross assets of $74 million.
Advanced Portfolio Management, LLC reports 11 employees.
Advanced Portfolio Management, LLC is based in New York, NY and has been SEC-registered since 2006.
Advanced Portfolio Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $105.3M |
| Non-discretionary | $2.07B |
| Total (RAUM) | $2.18B |