Advanced Portfolio Management, Llc
- Regulatory AUM
- $2.7B
- Discretionary
- $26.1M
- Clients
- 8
- Avg AUM / client
- $337M
- Accounts
- 8
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $34.6M | 1.28% |
| Pension and profit sharing plans | 3 | $1.3B | 47.5% |
| Charitable organizations | 2 | $1.3B | 50.0% |
| Other investment advisers | 1 | $100K | 0.0% |
| Insurance companies | 1 | $34.8M | 1.29% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $96.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Apm Thematic Equities Llc | Hedge Fund | Delaware | $96.8M | 1 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kiernan, Robert, Edward | Ceo, Managing Member And Chief Compliance Officer | Jul 2004 (22y) | 75% or more | |
| Kakar, Rahul, Nmn | Principal | Jun 2018 (8y) | Less than 5% | |
| Jiang, Fan | Director Of Investment Research | Oct 2018 (8y) | Less than 5% | |
| Hansen, Matthew, Scott | Principal | Jul 2020 (6y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $96.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Apm Thematic Equities Llc | Hedge Fund | $96.8M | $1.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- BNY Mellon $433M (11% of AUM) Apr 2019
- Northern Trust $46.9M (2% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗