Aptos Capital LLC

RIASEC Registered
Total AUM
$686K
Discretionary
$686K
100% of AUM
Avg account
$114K
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
281218
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Aptos Capital LLC is organized as a limited liability company that operates as a private equity manager serving institutional clients. The firm’s primary advisory activity is portfolio management for pooled investment vehicles, which aligns with its classification as a private equity fund manager rather than a traditional registered investment advisor focused on individual wealth management. Ownership is held by an individual, and the firm’s compensation structure combines a percentage-of-assets component with performance-based fees typical of private funds. Aptos Capital is not identified as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Anand Srivastava

    Managing PartnerCRD 6555780

Wealth teams

FINTRX

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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth