# Advanced Portfolio Strategies

Advanced Portfolio Strategies is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** advancedportfoliostrategies.com
- **LinkedIn:** https://www.linkedin.com/company/advanced-portfolio-strategies

## Regulatory record

- **CRD number:** 284697
- **SEC file number:** 801-129062
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284697

## About

Advanced Portfolio Strategies is an SEC-registered investment adviser in Torrance, CA, registered since 2024. The firm manages $217 million in assets, with $176 million on a discretionary basis. It has 6 employees and 4 investment advisers.

## Sectors

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

## People

- Garrett D'Alessandro — CEO & Chief Investment Officer
- David R. Sasso — Vice President, Private Investments

## Questions

### Who runs investment decisions at 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.

### How does the firm access private markets for its clients?

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.

### What asset classes does the firm allocate to?

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.

### How is the firm compensated?

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.

## Related profiles

- [Kennon-Green & Co.](https://altss.com/profile/kennon-green-and-co)

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

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