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Advanced Portfolio Management, LLC

apmcap.com Layer unknown

Advanced Portfolio Management (APM) is an independent specialty asset manager serving endowments, foundations, pension funds, insurers, banks, and other financial institutions. It offers investment management, risk management, and advisory services, with a focus on social investment solutions and thematic equity strategies.

Advanced Portfolio Management, LLC is an asset manager headquartered in New York, United States. It invests, in social impact and thematic equity.

Layer
Layer unknown
Type
Asset manager
Stage
Not applicable
Headquarters
New York, United States
Invests in
North America, Europe, Asia
Sectors
social impact, thematic equity

Team, as Advanced Portfolio Management, LLC publishes it

  • Robert E. Kiernan III Chief Executive Officer
  • Rahul Kakar Chief Investment Officer
  • Matthew Hansen Principal
  • Phyllis K. Costanza Chief Social Investment Officer
  • Megan Megale Head of Business Development
  • Jonmichael Dolgetta Portfolio Analyst
  • Shashvat Shah Quantitative Analyst
  • Richard Fu Investment Analyst

Names and roles exactly as listed on apmcap.com. Nothing else about these people is recorded.

Where this comes from

Every fact above was read from a page Advanced Portfolio Management, LLC publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.

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Record 4245 · added 2026-09-03 · link last verified 2026-09-21 · confidence medium

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