# ADVANCED PORTFOLIO MANAGEMENT, LLC

ADVANCED PORTFOLIO MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 138769
- Type: SEC-registered investment adviser
- SEC file number: 801-66005
- Location: 1330 AVENUE OF THE AMERICAS, NEW YORK, NY, 10019
- Phone: 212-838-4700
- Latest filing: 2026-09-17
- Regulatory AUM: $2.7B
- Discretionary AUM: $34.7M
- Non-discretionary AUM: $2.7B
- Clients: 12
- Accounts: 8

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| [Fan Jiang](https://search.stillhousedata.com/person/69588) | DIRECTOR OF INVESTMENT RESEARCH | Covina, CA |
| [Jiang Fan](https://search.stillhousedata.com/person/248543) | DIRECTOR OF INVESTMENT RESEARCH | CARLSBAD, CA |
| [Robert Edward Kiernan](https://search.stillhousedata.com/person/713390) | CEO, MANAGING MEMBER | — |
| [Rahul Nmn Kakar](https://search.stillhousedata.com/person/713391) | PRINCIPAL | — |
| [Matthew Scott Hansen](https://search.stillhousedata.com/person/713392) | PRINCIPAL | — |
| [Pellegrino Jonmichael Dolgetta](https://search.stillhousedata.com/person/713393) | CCO | — |
| [KIERNAN ROBERT EDWARD](https://search.stillhousedata.com/person/754341) | CEO AND CHIEF COMPLIANCE OFFICER; CEO AND CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; CEO AND MANAGING MEMBER (+1 more) | — |
| [HENRIKSSON ROY DONALD](https://search.stillhousedata.com/person/754342) | CIO | — |
| [GUHA ADRI](https://search.stillhousedata.com/person/754343) | CHIEF INVESTMENT OFFICER; DIRECTOR OF RESEARCH; HEAD OF MANAGER ANALYSIS | — |
| [KOGELMAN STANLEY](https://search.stillhousedata.com/person/754344) | PARTNER; PRINCIPAL | — |
| [HANSEN JEFFREY SCOTT](https://search.stillhousedata.com/person/778516) | PRINCIPAL | — |
| [DELANEY STEVEN GEORGE](https://search.stillhousedata.com/person/786030) | GENERAL COUNSEL; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| [GUHA ADRI NMN](https://search.stillhousedata.com/person/820262) | CHIEF INVESTMENT OFFICER | — |
| [KAKAR RAHUL](https://search.stillhousedata.com/person/854413) | PRINCIPAL | — |
| [KAKAR RAHUL NMN](https://search.stillhousedata.com/person/855184) | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138769/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138769/similar
- Related entities: https://search.stillhousedata.com/firm/138769/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138769

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.