Advanced Portfolio Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Advanced Portfolio Services LLC is a state‑registered investment adviser applying for registration in New York that offers discretionary portfolio management and separate consultation services. The brochure states the firm will work with a broad set of clients — including individuals, high‑net‑worth clients, family offices, trusts, estates, corporations and other entities — and currently manages roughly $2.38 million comprised primarily of the principal’s personal and immediate family assets on a friends‑and‑family basis.
The adviser combines technical and qualitative analysis with a pronounced emphasis on global macro factors informed by a bond‑market trading background, and portfolios commonly include broad index exposure while allowing for selective hedging, concentrated positions, and the use of options or margin for clients who meet suitability criteria. Investment decisions are made on a discretionary basis, the firm monitors accounts multiple times per week, and it recommends a qualified custodian (noting Fidelity) to provide account statements and execution services.
Noteworthy features include a fee‑only model that separately offers consultation services billed on an hourly basis and an explicit avoidance of performance‑based compensation; the principal also operates a personal trading vehicle that may trade alongside or opposite client positions but is intended to be allocated on a pari‑passu basis. The firm does not provide its own account statements to clients and relies on custodial records for account reporting, and it limits non‑discretionary recommendations to highly liquid, widely held securities.
Client services
Expertise
Fee options
1% annually, payable quarterly
Consultation Services at $150 per hour
Fee-only: Fee-only advisor; receives no commissions or referral fees
Main office
3 Sweet Hollow Court
Saint James NY 11780
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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