# Advanced Portfolio Design

Advanced Portfolio Design is an Asset Manager based in Westford, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Westford, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2007
- **Assets under management:** $500M - $1B (Altss estimate)
- **Website:** apdcap.com
- **LinkedIn:** https://www.linkedin.com/company/advanced-portfolio-design-llc

## Regulatory record

- **CRD number:** 141727
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141727

## About

We want to help people be better off by making them be more secure and feel more secure. | Advanced Portfolio Design, LLC is a Wealth Planning company based out Westford, Massachusetts, United States.

## Sectors

- Hedge Funds
- Private Credit
- Real Estate
- Private Equity

## Offices

- Miami, FL, United States

## People

- Juan Carlos Herrera — Founder & Chief Investment Officer
- Daniel Mosca — Partner

## Questions

### Who runs investment decisions at 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.

### How does Advanced Portfolio Design source its hedge fund allocations?

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.

### Does Advanced Portfolio Design participate in fund commitments or only direct deals?

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.

### What is Advanced Portfolio Design's known posture on co-investments alongside external GPs?

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.

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Last updated: 2026-06-03T20:00:00.000Z

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