APC ASSET DEVELOPMENT II, LP
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 328587
- Registered since
- October 23, 2023
- Website
- www.aristotlepacific.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
APC Asset Development II, LP is a limited partnership that functions as a pooled-investment manager focused on securitized assets and private equity. Registered with the SEC in 2023, the firm serves an institutional client base and operates as an adviser and sponsor to pooled vehicles, acting in roles that can include general partner and managing member. Its advisory mandate centers on portfolio management for pooled investment vehicles rather than direct wealth advisory to individuals, and its business model blends a percentage-of-AUM fee with performance-based fees. Investment activity is concentrated in structured and securitized exposures alongside smaller private equity allocations. The firm does not position itself as an active ESG investor. It is not a capital allocator in the sense of running separate external allocation programs, and it does not act as a pension consultant or related adviser. APC Asset Development II, LP’s operating profile and filings indicate a manager-oriented approach—sourcing, structuring and managing closed or semi-closed pooled funds rather than running broad multi-client discretionary wrap platforms.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2DOMINIC NOLAN
Chief Executive OfficerCRD 4026940
Joshua Schwab
Chief Financial OfficerCRD 7051012
Contacts
2 of 2CAROL RUMSEY
Assistant Vice PresidentCRD 6607444
JOSEPH LALLANDE
OwnerCRD 3136071
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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