Advanced Portfolio Design

Juan Carlos Herrera serves as Founder and Chief Investment Officer, setting the macro overlay and approving all strategy allocations. He draws on a proprietary trading background running Latin American markets at a major Wall Street bank. Portfolio construction flows through a risk-factor model rather than a committee vote, with partner Daniel Mosca supporting execution and client relationships.

The firm relies on Herrera's two-decade network of trading-counterparties and prime brokerage relationships rather than on third-party gatekeeper databases. It targets capacity-constrained managers in systematic macro and relative value who are often closed to broader institutional capital, using its compact investor base as a selling point to access managers who prefer limited, long-duration capital.

It operates as an outsourced CIO model organized as an SEC-registered investment adviser. The firm does not manage the wealth of a single family. Instead it constructs and oversees multi-asset global portfolios for a concentrated number of Latin American family offices and institutions under discretionary and non-discretionary mandates.

Both. It commits to external hedge funds across systematic and discretionary macro, long/short equity, and relative value strategies. It also allocates to private credit funds and participates in direct real estate joint ventures with regional US operators. The mix shifts based on the macro regime, with the real estate sleeve acting as a counterweight to liquid strategy drawdowns.

On the liquid side, it targets established hedge fund managers with at least a five-year audited track record and typically $500M or more in strategy AUM. On the private side, its real estate commitments target value-add and core-plus US commercial properties through operating partners, while its private credit exposure favors middle-market direct lending strategies rather than venture debt or distressed.

There are no known affiliated philanthropic foundations, parallel management companies, or spinout vehicles. Advanced Portfolio Design appears to operate as a single entity under Juan Carlos Herrera's control, with all advisory activities consolidated under the RIA registration maintained with the SEC since 2021.

The firm engages in direct co-investments in real estate through joint ventures with operating partners rather than through blind-pool fund structures. For hedge fund and private credit commitments, it invests through limited-partnership fund interests. Its small number of family-office relationships reduces internal co-investment syndication demand, keeping deal structures straightforward.