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Advanced Portfolio Management, LLC
Advanced Portfolio Management, LLC (APM) is an SEC-registered investment adviser headquartered in New York, NY. Founded in 2004, APM provides institutional-quality portfolio management services with a focus on alternative investments, including hedge funds, to a range of clients such as endowments, pension plans, and family offices. The firm currently employs approximately 10-11 professionals, with a high concentration of investment specialists.
Investment Strategy
Advanced Portfolio Management, LLC specializes in constructing diversified portfolios comprised primarily of alternative investment strategies such as hedge funds and other non-traditional asset classes. The firm seeks to generate absolute returns while managing risk through active allocation, due diligence, and risk management processes, aiming to provide clients with reduced volatility and attractive risk-adjusted returns. APM targets institutional investors and leverages its research-driven approach to select managers and strategies across global markets.
Latest 13F Filing Activity
Advanced Portfolio Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 39 equity positions with a total 13F market value of $36M. The fund increased holdings in Waste MGMT Inc. Del, Mercadolibre Inc., Walmart Inc. among other positions. Advanced Portfolio Management, LLC reduced exposure to Ishares TR, DBX Etf TR, UBS Group AG among others.
Top Holdings
Equity Positions (39)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.89% | $3.2M | 20,130 | $123.71 | $157.99 | +$185.8K |
M MSFT | MICROSOFT CORP | 6.72% | $2.4M | 4,837 | $384.30 | $497.41 | +$590.2K |
W WFC | WELLS FARGO CO NEW | 5.05% | $1.8M | 22,546 | $78.26 | $80.12 | +$1.4M |
W WM | WASTE MGMT INC DEL | 4.80% | $1.7M | 7,500 | $228.82 | $228.82 | +$1.7M |
B BA | BOEING CO | 4.68% | $1.7M | 8,000 | $181.43 | $209.53 | -$199.8K |
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | New York, NY , United States | |
 | Portfolio Analyst | New York, NY , United States | |
M Matthew Hansen | Principal | New York, NY , United States | |
 | Chief Social Investment Officer | New York, NY , United States | |
R Rahul Kakar | Chief Investment Officer | New York, NY , United States | |
R Richard Fu | Investment Analyst | New York, NY , United States | |
S Shashvat Shah | Quantitative Analyst | New York, NY , United States |
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