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 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
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
Similar firms
JDL Advisers
RIANewport Beach, CA
APC Asset Development II, LP
RIANewport Beach, CA
L Squared Capital Partners
RIANewport Beach, CA
ROW Asset Management, LLC
RIANewport Beach, CA
Whittier Advisors, LLC
RIANewport Beach, CA
Triguard Management LLC
RIANewport Beach, CA