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APC ASSET DEVELOPMENT II, LP

NEWPORT BEACH, CA · CRD 328587 · IAPD ↗ · (949) 681-2100

$2.06BRegulatory AUM
22Advisory reps
46Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

54
April 2026 — APC ASSET DEVELOPMENT II, LP reported RAUM up 48% ($1.39B -> $2.06B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — APC ASSET DEVELOPMENT II, LP crossed $1B in regulatory AUM ($562.7M -> $1.39B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
February 2024 — APC ASSET DEVELOPMENT II, LP now reports custody of client assets ($27.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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