SourcingSourcing

APC ASSET DEVELOPMENT II, LP

C29
CRD 328587·SEC 801-128950·NEWPORT BEACH, CA
AUM
$2.06B
$1B+
Est. Revenue
$20.6M
@ 1% on AUM
Est. EBITDA
$6.2M
@ 30% margin
Est. Deal Value
$49.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
APC ASSET DEVELOPMENT II, LP
CRD
328587
SEC file #
801-128950
EIN
933455235
DBA names
—

Economics

AUM
$2.06B
AUM band
$1B+
AUM trajectory
'25'26
$1.39B → $2.06B▲ +48%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
46
Advisory staff (per ADV)
22
Advisory staff (5-yr trend)
'25'26
21 advisors → 22 advisors▲ +5%
Primary office
NEWPORT BEACH CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwabmedium 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
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PACIFIC LIFE INSURANCE COMPANY
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
PACIFIC LIFE INSURANCE COMPANY
APC ASSET GP II, LLC
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002002949
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2024-01-23
Edgar Last Filing Date
2024-01-23
Edgar Form D Count
1
Edgar Form D Offerings
2024-01-232024-01-23 · 0001398344-24-000860

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
Window
Charles Schwab1
Full
E*trade4
U.s. Bank2
Charles Schwab1
Morgan Stanley1
Edgar Addresses
Mailing
C/O APC ASSET GP II, LLC840 NEWPORT CENTER DRIVE, 7TH FLOORNEWPORT BEACH, CA 92660
Business
C/O APC ASSET GP II, LLC840 NEWPORT CENTER DRIVE, 7TH FLOORNEWPORT BEACH, CA 92660
Edgar EIN
933455235
Edgar Recent Filings
D2024-01-23 · 0001398344-24-000860
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
LALLANDE, JOSEPH, GUSTAVE
Executive Officer · 2.5%
3136071
NOLAN, DOMINIC, DAO
Executive Officer · 2.5%
4026940
RUMSEY, CAROL, ELAINE
Executive Officer · 2.5%
6607444
Schwab, Joshua, Brian
Executive Officer · 2.5%
7051012