APC ASSET DEVELOPMENT I, LP
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
FINTRXOverview
APC Asset Development I, LP is a limited partnership that operates as a fund manager focused on pooled investment vehicles. The firm registered with the SEC in 2023 and is structured as a domestic entity with individual ownership. Its business model centers on managing private funds—acting as an adviser, sponsor and general partner or managing member of pooled vehicles—rather than serving as a traditional retail advisory practice. Clients are institutional, and the firm charges both a percentage-of-assets fee and performance-based fees. APC does not position itself as an ESG-focused investor.
Assets & Accounts
Investments & Alternatives
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 2Joshua Schwab
Chief Financial OfficerCRD 7051012
DOMINIC NOLAN
Chief Executive OfficerCRD 4026940
Contacts
2 of 2JOSEPH LALLANDE
OwnerCRD 3136071
CAROL RUMSEY
Assistant Vice PresidentCRD 6607444
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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