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Building 2ADVANCED PORTFOLIO MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone212-838-4700
NotebookSEC #801-66005
Total AUM
$2.7B
Employees
18
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1330 AVENUE OF THE AMERICAS
36TH FLOOR
NEW YORK
NY 10019
United States
Operating Hours
8AM TO 6PM
Monday - Friday
Phone
212-838-4700

ReceiptFinancials

Total AUM
$2.7B
Accounts
8
Discretionary
$26.1M
Accounts
3
Non-Discretionary
$2.7B
Accounts
5

ContactClients

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Pooled Vehicle Clients
1
AUM
$34.6M
Pension/Profit Sharing Plan Clients
3
AUM
$1.3B
Charitable Organization Clients
2
AUM
$1.3B
Investment Advisor Clients
1
AUM
$100.1K
Insurance Company Clients
1
AUM
$34.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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