Advanced Portfolio Strategies

Garrett D'Alessandro serves as CEO and Chief Investment Officer, leading all portfolio construction and manager selection decisions. His career includes prior roles at institutional fund-of-funds and single-family offices, where he developed the manager-selection framework that anchors the firm's process. David R. Sasso supports private investment due diligence as Vice President.

Advanced Portfolio Strategies is a registered investment advisor functioning as an outsourced chief investment officer for multiple families. It does not manage a single-family balance sheet. Each client receives a customized portfolio constructed from the firm's approved manager roster, with the firm aggregating client capital to access institutional share classes.

The firm uses a mix of primary fund commitments, secondary market purchases, and direct co-investments alongside general partners. This three-pronged approach allows clients to build vintage-year diversification while selectively concentrating capital in high-conviction direct deals sourced through existing GP relationships.

Portfolios span private equity (buyout, growth, venture), private credit (direct lending, special situations, distressed), real estate (core-plus and opportunistic), and hedge fund strategies. Public equity and fixed income allocations serve as liquidity sleeves within an otherwise illiquidity-biased portfolio.

As a registered investment advisor, Advanced Portfolio Strategies charges an advisory fee based on assets under advisement. The firm does not earn placement fees, transaction fees, or carried interest from underlying managers, maintaining a fiduciary standard that aligns its compensation solely with client portfolio performance.