Advanced Portfolio Management is a wealth manager based in New York, United States, founded in 2003. Verified contact details, AUM data, and investment preferences on FindLPs.
Advanced Portfolio Management (APM) is an independent specialty asset manager that designs, constructs, and manages customized investment solutions for endowments, foundations, pension funds, insurance companies, banks, and other financial institutions in North America, Europe, and Asia. Client solutions are often based on challenges in existing investment portfolios, changes in the characteristics of a clients liabilities, the unavailability of the required or desired risk exposure, or the need/desire to reconsider and restructure an investment portfolio or program. The flexibility of our analytical methodology and quantitative platform, combined with problem-solving experience of the firm's professionals, makes APM particularly well-suited to develop and deliver investment solutions for demanding and complex problems.\u0003 Using a variety of account formats ranging from separately managed accounts to special purpose vehicles to full fund structures in a variety of jurisdictions APM is particularly well-positioned to both structure and then actively manage investment solutions on a real-time basis, providing timely and appropriate adjustments and rebalancing to preserve the specified risk and investment objectives, and creating the maximum transparency for the end user.\u0003 This solutions-driven approach can be applied at the asset allocation decision (in the form of an overlay strategy which allows a client to preserve the existing asset allocation), or as a component sub-portfolio within the total portfolio.
Investment types: Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital
Sectors & themes: Capital Markets, Conservative-Allocation Funds Finance, Equity/Mutual Funds, Options Trading Finance, Traditional Investments (Liquid Assets)
Preferred geographies: United States, Global
Location: 1330 Avenue Of The Americas - 36th Floor\nNew York City\nNew York\n10019\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.