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Chief Investment Officer, Principal · Advanced Portfolio Management, LLC

Rahul N. Kakar

CRD 2556887 · Named on Form ADV at one SEC-registered adviser

At a glance

Advanced Portfolio Management, LLC, an SEC-registered asset manager based in New York, NY with $2.7 billion in regulatory assets, lists Rahul N. Kakar on its Form ADV as Chief Investment Officer, Principal, a control person.

Firms and roles

AtlasMembers

Rahul’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Robert E. KiernanCEO, Managing Member, Principal, Advanced Portfolio Management, LLC
  • Matthew S. HansenPrincipal, CCO, Portfolio Manager, Advanced Portfolio Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rahul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.