SourcingSourcing

AP CAPITAL DELAWARE LLC

B60
CRD 315796·SEC 801-124787·NEW YORK, NY
AUM
$134.8M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$404K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AP CAPITAL DELAWARE LLC
CRD
315796
SEC file #
801-124787
EIN
—
DBA names
—

Economics

AUM
$134.8M
AUM band
$100M-$500M
AUM trajectory
'23'26
$194.2M → $134.8M▼ -31%
Client mix
Pooled Investment Vehicles2
Corporations1

Operations

Employees (total)
4
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
apcapitalinvestment.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AP CAPITAL ASSET MANAGEMENT LIMITED
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
3
Control Persons
AP CAPITAL ASSET MANAGEMENT LIMITED
Wen, Ling
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
APCAPITALINVESTMENT.COM
Rdap Domain Creation Date
2012-07-25T07:13:59Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
eNom, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Jpmorgan1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-07-25T07:13:59Z
Rdap Domain Last Changed
2025-03-31T06:01:17Z
Rdap Nameservers
Ns27.domaincontrol.comNs28.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (2)

2
Wen, Ling
Executive Officer · 2.5%
7515196
ZHAO, KUNMING
Executive Officer · 2.5%
8245169