APC Asset Development I, LP

RIASEC Registered
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$375M
Accounts
6
Employees
46
Advisory reps
4

Firm details

Headquarters
Newport Beach, California
CRD number
328513
Registered since
November 1, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

APC Asset Development I, LP is a limited partnership that acts as an adviser and sponsor for pooled investment vehicles, with an institutional client base. The firm is registered with the SEC (registered in 2023) and positions itself as a manager spanning securitized asset strategies and private equity. Its ownership is listed as a mix of a domestic entity and individual ownership. Compensation is structured as a percentage of assets under management alongside performance-based fees. APC does not identify as an active ESG investor and its stated advisory activity is portfolio management for pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
840 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth