Advanced Portfolio Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Advanced Portfolio Management (APM) is an investment advisor that manages private, pooled investment vehicles and separately managed accounts. APM's clients have historically included banks, pension funds, insurance companies, and endowments. APM provides advice based on specific investment objectives, risk parameters, and investment strategies, tailoring services to the individual needs of its clients. APM invests in investment limited partnerships, investment limited liability companies, private investment funds, derivatives, and other listed securities.

Assets Under Management$2.2B
Clients1
AdvisorsN/A
Avg. per Client$2.2B
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Advanced Portfolio Management's standard management fee for each fund and separately managed account ranges from 0.5% to 1.75% annually, based on the value of the portfolio. The fee is paid quarterly, in advance.

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