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| Advanced Portfolio Management LLC
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| CRD # | 138769 |
| SEC # | 801-66005 |
| CIK # | 0001940461 |
| AUM | 2.7 B (2026-03-31) |
| Employees | 18 (61% Investors, 0% Brokers) |
| Phone | 212-838-4700 |
| Address | 1330 Avenue of The Americas New York, NY 10019 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.2 | ||
| Broadcom Inc | 2.1 | ||
| Facebook Inc | 1.7 | ||
| Amazon Com Inc | 1.6 | ||
| Oracle Corp | 1.5 | ||
| Social Capital Hedosophia Holdings Corp V | 1.4 | ||
| Nvidia Corp | 1.3 | ||
| Salesforce Com Inc | 1.3 | ||
| Vistra Energy Corp | 1.3 | ||
| Venture Global Inc | 1.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | APM Thematic Equities LLC | [2023-03-29] | 45.0 M | 25.9 M |
| HF | APM Kotak India Master Fund LP | 2020-05-14 | 1.2 M | |
| HF | Rincon SPC | 2015-03-27 | 42.9 M | |
| HF | Associated Portfolio Holdings Ltd | 2012-03-29 | 15.0 M | |
| HF | Diversified Stable Alpha Fund Ltd | 2012-03-29 | 0.1 M | |
| HF | Phoenix Overlay Fund Ltd | 2012-03-29 | 0.1 M | |
| HF | Portfolio Enhancement Fund SPC | 2012-03-29 | 11.4 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 1.3 |
| (h) Charitable organizations | 2 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 2.7 |
| By Discretionary | ||
| Discretionary | 3 | 0.0 |
| Non-Discretionary | 5 | 2.7 |
| Total | 8 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 8 | 2.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Robert Kiernan | 20 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001940461] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.4B |
| Serves | Institutional |
| Fund Types | Hedge Fund |
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|---|---|---|
|
Serone Capital Management LLP
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2.7 B | |
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Decheng Capital LLC
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1Sharpe Capital LLC
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|
Eversept Partners LP
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|
Variant Investments LLC
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