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Advanced Portfolio Management's Overview

Total employees13
HeadquartersNew York
Founded2003

Advanced Portfolio Management LLC (APM), also known as APM Property Advisors, is a specialized real estate investment and advisory firm headquartered in New York City. APM focuses on the acquisition, diligent management, and strategic optimization of commercial and multifamily real estate portfolios to deliver superior returns for its investors and clients. The firm leverages deep market knowledge, rigorous analytics, and proactive asset management strategies to identify value-add opportunities and enhance property performance across various asset classes, primarily within the New York metropolitan area and other select US markets. Their services encompass investment strategy development, due diligence, asset management, and dispositions.

Where is Advanced Portfolio Management's Headquarters?

HQ Function

The headquarters serves as the primary center for strategic decision-making, investment analysis, asset management oversight, client relations, and overall operational control of the firm.

Notable Features:

Located in a well-known commercial office building on Madison Avenue, providing a professional environment with excellent accessibility to business partners and market opportunities.

Work Culture:

APM fosters a dynamic, analytical, and results-oriented work culture. The environment encourages collaboration, entrepreneurial thinking, and a deep commitment to achieving client objectives in the real estate sector.

HQ Significance:

Its New York City location is strategically paramount, positioning APM at the epicenter of one of the world's largest real estate and financial markets, facilitating direct access to investment opportunities, capital sources, and industry talent.

Values Reflected in HQ: The choice of a prime Manhattan location reflects APM's commitment to professionalism, market leadership, and providing high-quality advisory and investment services.

Location:

Advanced Portfolio Management LLC is primarily focused on the United States real estate market, with a strong concentration in the New York metropolitan area. While its direct office presence is in New York, its investment activities and client base may involve assets or stakeholders with broader domestic or, selectively, international connections, guided by specific investment strategies and opportunities.

Street Address:

485 Madison Avenue, Suite 1400

City:

New York

State/Province:

NY

Country:

USA

Advanced Portfolio Management's Global Presence

Buying Intent Signals for Advanced Portfolio Management

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Advanced Portfolio Management

As of April 2025, Advanced Portfolio Management' leadership includes:

Jonathan R. Epstein - Managing Principal
Robert A. Epstein - Managing Principal
Matthew D. Kligerman - Principal
Alexander Shalburov - Principal, Head of Acquisitions

Investors of Advanced Portfolio Management

Advanced Portfolio Management has been backed by several prominent investors over the years, including:

Privately Held. The firm manages investments for a client base that typically includes high-net-worth individuals, family offices, and institutional partners.

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

There have been no major public announcements regarding executive new hires or departures at Advanced Portfolio Management LLC in the last 12 months. Stability in leadership is common for specialized, boutique firms of this nature.

Technology (Tech Stack) used by Advanced Portfolio Management

Discover the tools Advanced Portfolio Management uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Advanced Portfolio Management Email Formats and Examples

Advanced Portfolio Management LLC typically uses a standard email format for its employees, which is [first_initial][last_name]@apmpropertyadvisors.com. This format is common for professional communication within the firm.

[first_initial][last]@apmpropertyadvisors.com

Format

jepstein@apmpropertyadvisors.com

Example

95%

Success rate

News and media

APM Property Advisors WebsiteOctober 16, 2023

Advanced Portfolio Management LLC Acquires Off-Market Warehouse in East Williamsburg, Brooklyn

Advanced Portfolio Management LLC (APM) announced its recent acquisition of an off-market industrial warehouse property situated in the East Williamsburg neighborhood of Brooklyn, New York. This strategic purchase aligns with APM's focus on identifying and capitalizing on value-add opportunities in evolving urban submarkets....more

APM Property Advisors WebsiteJune 28, 2023

Advanced Portfolio Management LLC Acquires Multifamily Property in Sunnyside, Queens

Advanced Portfolio Management LLC (APM) has successfully completed the acquisition of a multifamily residential property located in Sunnyside, Queens. This investment highlights APM's ongoing strategy to invest in well-located residential assets within New York City's boroughs that offer significant potential for growth and value creation....more

APM Property Advisors WebsiteFebruary 1, 2023

Advanced Portfolio Management LLC Completes Sale of Bronx Multifamily Portfolio

Advanced Portfolio Management LLC (APM) announced the successful sale of a multifamily property portfolio located in the Bronx. This disposition is part of APM's strategic asset management, aimed at optimizing returns for its investors by crystallizing value at opportune market times....more

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