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ADVANCED PORTFOLIO MANAGEMENT, LLC

NEW YORK, NY · CRD 138769 · IAPD ↗ · apmcap.com · 212-838-4700

$2.70BRegulatory AUM
6Advisory reps
12Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
October 2026 — ADVANCED PORTFOLIO MANAGEMENT, LLC shrank from 11 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
62
April 2026 — ADVANCED PORTFOLIO MANAGEMENT, LLC grew from 4 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — ADVANCED PORTFOLIO MANAGEMENT, LLC shrank from 8 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.