APC ASSET DEVELOPMENT I, LP

RIASEC RegisteredEst. 2023
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$375M
Accounts
6
Employees
46
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Joshua Schwab

    Chief Financial OfficerCRD 7051012

  • DOMINIC NOLAN

    Chief Executive OfficerCRD 4026940

Contacts

2 of 2
  • JOSEPH LALLANDE

    OwnerCRD 3136071

  • CAROL RUMSEY

    Assistant Vice PresidentCRD 6607444

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth