{
  "slug": "advanced-portfolio-management",
  "name": "Advanced Portfolio Management",
  "description": "Advanced Portfolio Management (APM) is an independent specialty asset manager serving endowments, foundations, pension funds, insurers, banks, and other financial institutions across North America, Europe, and Asia, delivering high-touch, innovative investment solutions tailored to each client’s specific goals, constraints, and challenges.",
  "url": "https://optimly.ai/brand/advanced-portfolio-management",
  "websiteUrl": "https://apmcap.com/",
  "logoUrl": "https://logo.clearbit.com/apmcap.com",
  "baiScore": 52.5,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Outsourced Chief Investment Officer (OCIO) Services",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-03T08:01:15.174Z",
  "verifiedVitals": {
    "website": "https://apmcap.com",
    "category": "Specialty asset manager",
    "what_it_does": "Advanced Portfolio Management (APM) is an independent specialty asset manager and SEC-registered investment adviser that provides investment management, risk management, and advisory services. It designs and manages customized investment solutions for institutional clients, including pooled investment vehicles and separately managed accounts. APM also focuses on developing social factor research, creating innovative social investment products, and pioneering new technology solutions through its Social Investment Solutions (SIS) division.",
    "primary_audience": "Endowments, foundations, pension funds, insurers, banks, and other financial institutions across North America, Europe, and Asia.",
    "core_product": "Custom-built investment portfolios, tailored investment management, risk management, and advisory services, including portfolio management for pooled investment vehicles and separately managed accounts. They also offer the APM Social Factor 250 Index.",
    "pricing_model": {
      "kind": "custom",
      "detail": "Fees are based on a percentage of assets under management (AUM), fixed fees, and performance-based fees. The standard management fee for funds and separately managed accounts ranges from 0.5% to 1.75% annually."
    },
    "parent_ownership": "Privately held; Robert E. Kiernan III, the Chief Executive Officer, is the principal owner."
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1789945831374
}