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AP CAPITAL DELAWARE LLC

NEW YORK, NY · CRD 315796 · IAPD ↗ · apcapitalinvestment.com · 929-354-3757

$134.8MRegulatory AUM
1Advisory reps
4Employees
3Clients
0Planning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2025 — AP CAPITAL DELAWARE LLC reported RAUM up 58% ($107.7M -> $170.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2024 — AP CAPITAL DELAWARE LLC reported RAUM down 34% ($162.5M -> $107.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
43
April 2024 — AP CAPITAL DELAWARE LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.