Insights

Targeted Client Base Advanced Portfolio Management specializes in providing customized investment solutions to institutional clients such as endowments, foundations, pension funds, insurance companies, and banks across North America, Europe, and Asia, indicating a focus on high-value, sophisticated investor needs.

Recent Strategic Investments The company's recent investments in notable firms like Coupang, Teva Pharmaceutical, and Match Group suggest an active approach to expanding its portfolio in diverse sectors, presenting opportunities to offer tailored investment or advisory technology solutions.

Growth Potential With a revenue range of up to $10 million and a relatively small team, there is significant scope for partnership opportunities to enhance operational efficiencies, investment management technology, or client engagement platforms.

Technology Stack Leveraging cloud services like AWS and content delivery tools such as Google Fonts and Maps indicates openness to technology-driven solutions, providing opportunities to introduce innovative fintech tools and scalable infrastructure enhancement services.

Market Position As a registered investment advisor with SEC and approval from the Central Bank of Ireland, Advanced Portfolio Management is well-positioned in regulated markets, suggesting partnership potential in compliance-focused solutions or global investment compliance technology.

Advanced Portfolio Management Tech Stack

Advanced Portfolio Management uses 8 technology products and services including Amazon Web Services, WordPress, Google Fonts API, and more. Explore Advanced Portfolio Management's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • WordPress
    Content Management System
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Google Analytics
    Web Analytics
  • SVG Support
    Web Platform Extensions
  • Nginx
    Web Servers
  • Apache
    Web Servers

Advanced Portfolio Management's Email Address Formats

Advanced Portfolio Management uses at least 1 format(s):
Advanced Portfolio Management Email FormatsExamplePercentage
FLast@apmcap.comJDoe@apmcap.com
46%
FirstLast@apmcap.comJohnDoe@apmcap.com
5%
First.Last@apmcap.comJohn.Doe@apmcap.com
3%
FLast@apmcap.comJDoe@apmcap.com
46%

Frequently Asked Questions

Where is Advanced Portfolio Management's headquarters located?

Minus sign iconPlus sign icon
Advanced Portfolio Management's main headquarters is located at 1330 Avenue of the Americas, 36th Floor NEW YORK, New York 10019, US. The company has employees across 1 continents, including North America.

What is Advanced Portfolio Management's phone number?

Minus sign iconPlus sign icon
You can contact Advanced Portfolio Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Advanced Portfolio Management's official website and social media links?

Minus sign iconPlus sign icon
Advanced Portfolio Management's official website is apmcap.com and has social profiles on LinkedIn.

How much revenue does Advanced Portfolio Management generate?

Minus sign iconPlus sign icon
As of October 2025, Advanced Portfolio Management's annual revenue is estimated to be $4M.

What is Advanced Portfolio Management's SIC code NAICS code?

Minus sign iconPlus sign icon
Advanced Portfolio Management's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Advanced Portfolio Management have currently?

Minus sign iconPlus sign icon
As of October 2025, Advanced Portfolio Management has approximately 15 employees across 1 continents, including North America. Key team members include Chief Executive Officer: R. K.Chief Social Investment Officer: P. K. C.Chief Investment Officer: R. K.. Explore Advanced Portfolio Management's employee directory with LeadIQ.

What industry does Advanced Portfolio Management belong to?

Minus sign iconPlus sign icon
Advanced Portfolio Management operates in the Investment Management industry.

What technology does Advanced Portfolio Management use?

Minus sign iconPlus sign icon
Advanced Portfolio Management's tech stack includes Amazon Web ServicesWordPressGoogle Fonts APIjQueryGoogle AnalyticsSVG SupportNginxApache.

What is Advanced Portfolio Management's email format?

Minus sign iconPlus sign icon
Advanced Portfolio Management's email format typically follows the pattern of FLast@apmcap.com. Find more Advanced Portfolio Management email formats with LeadIQ.

When was Advanced Portfolio Management founded?

Minus sign iconPlus sign icon
Advanced Portfolio Management was founded in 2003.
Advanced Portfolio Management

Advanced Portfolio Management

Investment ManagementUnited States11-50 Employees

Advanced Portfolio Management (APM) is an independent specialty asset manager that designs, constructs, and manages customized investment solutions for endowments, foundations, pension funds, insurance companies, banks, and other financial institutions in North America, Europe, and Asia.  APM is a Registered Investment Advisor with the US Securities and Exchange Commission (SEC) and approved to act as an Investment Manager by the Central Bank of Ireland.

Section iconCompany Overview

Headquarters
1330 Avenue of the Americas, 36th Floor NEW YORK, New York 10019, US
Phone number
Website
apmcap.com
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
2003
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Advanced Portfolio Management's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Advanced Portfolio Management's revenue is estimated to be in the range of $25M$50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.