SourcingSourcing

ADVISOR PARTNERS II, LLC

C22
CRD 321633·SEC 801-125744·WALNUT CREEK, CA
AUM
$13.91B
$1B+
Est. Revenue
$139.1M
@ 1% on AUM
Est. EBITDA
$41.7M
@ 30% margin
Est. Deal Value
$333.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ADVISOR PARTNERS II, LLC
CRD
321633
SEC file #
801-125744
EIN
882395455
DBA names
Concentric

Economics

AUM
$13.91B
AUM band
$1B+
AUM trajectory
'23'26
$1.67B → $13.91B▲ +734%
Client mix
Individuals High Net Worth4,380
Individuals Other762
Corporations131
Charitable Organizations91
Other Investment Advisers4

Operations

Employees (total)
26
Advisory staff (per ADV)
16
Advisory staff (5-yr trend)
'23'26
5 advisors → 16 advisors▲ +220%
Primary office
WALNUT CREEK CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
concentricinnovation.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PATHSTONE INTERMEDIATE HOLDINGS,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
PATHSTONE INTERMEDIATE HOLDINGS,
AGRAWAL, RAHUL, NMN
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
CONCENTRICINNOVATION.COM
Rdap Domain Creation Date
2025-01-27T14:33:57Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001954015
Edgar Registered
Yes
Edgar Filing Count
17
Edgar First Filing Date
2022-11-14
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
5
Edgar 13f Latest AUM Estimate
Filing Date2023-10-26
Accession0001725547-23-001671

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
12
Bc Firm IAR Count
12
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
1333 N CALIFORNIA BLVDSUITE 680WALNUT CREEK, CA 94596
Business
1333 N CALIFORNIA BLVDSUITE 680WALNUT CREEK, CA 94596
Edgar EIN
882395455
Edgar Recent Filings
13F-NT2026-05-11 · 0001954015-26-000002
13F-NT2026-02-13 · 0001954015-26-000001
Fee Schedule
Bracket I56
Bracket Iv19
Bracket Ix14
Bracket Iii9
Bracket Vi1
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-27T14:33:57Z
Rdap Domain Last Changed
2026-01-28T13:45:46Z
Rdap Nameservers
Lynn.ns.cloudflare.comMaya.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Trust Company Affiliate
Yes

People (14)

14
Studley, Ralph, Michael
IAR · Executive Officer · 2.5%
4514830
AGRAWAL, RAHUL, NMN
IAR · Executive Officer · 2.5%
4840980
KEATES, CHARLES, PAXSON
Executive Officer · 2.5%
4478687
MCCALL, JAMES, DOUGLAS
Executive Officer · 2.5%
4488129
Luke Desmond Hass
IAR
7968105
Gael Fonseca Gutierrez
IAR
8160174
ADRIAN Enrique COLMENARES
IAR
7467176
Lindy Rebecca Moss
IAR
8172551
FREDERICK ROSS BACANI
IAR
3059729
ERIC SCOTT SHULENBERGER
IAR
4817831
Ashley Elaine Duffey
IAR
6993529
ELENA GORSKAYA
IAR
6538655
Jia Xu
IAR
7111587
Bryan James Lee
IAR
7120950