ADVANCED PORTFOLIO MANAGEMENT, LLC
CRD #138769 SEC #801-66005 NEW YORK, NY 212-838-4700
SEC Registered Private Funds
Total AUM
$2.2B
Discretionary
$105.3M
Employees
11
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $2.2B | $105.3M | $2.1B | 11 | 0 |
| Jul 2024 | $2.1B | $143.7M | $2B | 10 | 0 |
| Mar 2024 | $2.1B | $143.7M | $2B | 10 | 0 |
| Mar 2023 | $1.9B | $120.5M | $1.8B | 10 | 0 |
| Mar 2022 | $2.6B | $47.6M | $2.5B | 11 | 0 |
| Apr 2021 | $1.3B | $3.2M | $1.3B | 10 | 0 |
| Jul 2020 | $1.2B | $2M | $1.2B | 9 | 0 |
| May 2020 | $1.2B | $2M | $1.2B | 9 | 0 |
| Apr 2019 | $4B | $481.1M | $3.5B | 14 | 0 |
| Apr 2019 | $4B | $481.1M | $3.5B | 14 | 0 |
| Feb 2019 | $4.1B | $533.2M | $3.6B | 13 | 0 |
| Mar 2018 | $4.1B | $533.2M | $3.6B | 13 | 0 |
| Mar 2017 | $4B | $4B | $0 | 11 | 1 |
| Mar 2016 | $4B | $4B | $0 | 11 | 1 |
| May 2015 | $3.4B | $3.4B | $0 | 11 | 1 |
| Mar 2015 | $3.4B | $3.4B | $0 | 11 | 1 |
| Mar 2014 | $3.1B | $3.1B | $0 | 10 | 1 |
| Mar 2013 | $2.4B | $2.4B | $0 | 11 | 1 |
| Jun 2012 | $2.2B | $2.2B | $0 | 6 | 1 |
| Mar 2012 | $2.2B | $2.2B | $0 | 6 | 1 |
| Apr 2011 | $2.3B | $2.3B | $0 | 10 | -- |
| Oct 2009 | $1.5B | $1.5B | $0 | 10 | -- |
| Mar 2009 | $1.5B | $1.5B | $0 | 10 | -- |
| Mar 2008 | $1.7B | $1.7B | $0 | 10 | -- |
| Mar 2007 | $1B | $1B | $0 | 10 | -- |
| Jan 2006 | $660M | $660M | $0 | 10 | -- |
DateApr 2025
Total AUM$2.2B
Discretionary$105.3M
Non-Disc.$2.1B
Employees11
Clients0
DateJul 2024
Total AUM$2.1B
Discretionary$143.7M
Non-Disc.$2B
Employees10
Clients0
DateMar 2024
Total AUM$2.1B
Discretionary$143.7M
Non-Disc.$2B
Employees10
Clients0
DateMar 2023
Total AUM$1.9B
Discretionary$120.5M
Non-Disc.$1.8B
Employees10
Clients0
DateMar 2022
Total AUM$2.6B
Discretionary$47.6M
Non-Disc.$2.5B
Employees11
Clients0
DateApr 2021
Total AUM$1.3B
Discretionary$3.2M
Non-Disc.$1.3B
Employees10
Clients0
DateJul 2020
Total AUM$1.2B
Discretionary$2M
Non-Disc.$1.2B
Employees9
Clients0
DateMay 2020
Total AUM$1.2B
Discretionary$2M
Non-Disc.$1.2B
Employees9
Clients0
DateApr 2019
Total AUM$4B
Discretionary$481.1M
Non-Disc.$3.5B
Employees14
Clients0
DateApr 2019
Total AUM$4B
Discretionary$481.1M
Non-Disc.$3.5B
Employees14
Clients0
DateFeb 2019
Total AUM$4.1B
Discretionary$533.2M
Non-Disc.$3.6B
Employees13
Clients0
DateMar 2018
Total AUM$4.1B
Discretionary$533.2M
Non-Disc.$3.6B
Employees13
Clients0
DateMar 2017
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees11
Clients1
DateMar 2016
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees11
Clients1
DateMay 2015
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees11
Clients1
DateMar 2015
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees11
Clients1
DateMar 2014
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees10
Clients1
DateMar 2013
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees11
Clients1
DateJun 2012
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees6
Clients1
DateMar 2012
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees6
Clients1
DateApr 2011
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$660M
Discretionary$660M
Non-Disc.$0
Employees10
Clients--