Advisor Partners Ii is an investment advisor in Walnut Creek with $1.67 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
882395455
SEC advisor number
801-125744
FINRA CRD number
321633
AUM ?
$1.67 bn
(as of 9 Jul 22)
Accounts
1,119
(as of 9 Jul 22)
Employees
10
(5 investment advisory or research)
Office hours
Monday - Friday, 8:00AM-5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Pathstone Holdings, LLC | Managing Member | 04/2022 | > 75% |
Wilmott, Lisandra, Evelyn | Chief Compliance Officer/general Counsel | 04/2022 | < 5% |
Agrawal, Rahul, NMN | President/chief Investment Officer | 04/2022 | < 5% |
Sidebotham, Stephanie, Cheryl | Chief Operations Officer | 04/2022 | < 5% |
LM Checkmark Holdings LLC | Shareholder | 04/2022 | 50-75% |
LM Pathstone Holdings LLC | Member | 04/2022 | > 75% |
LM Checkmark Investment Holdings V-a Inc. | Member | 04/2022 | 25-50% |
Lovell Minnick Equity Partners V LP | Member | 04/2022 | 50-75% |
LM Checkmark Intermediate Co LP | Shareholder | 04/2022 | > 75% |
Lovell Minnick Equity Partners V-a LP | Limited Partner | 04/2022 | > 75% |
Lovell Minnick Equity Advisors V LP | General Partner | 04/2022 | |
Lovell Minnick Equity Advisors V LP | General Partner | 04/2022 | |
Lovell Minnick Equity Advisors V LP | General Partner | 04/2022 | |
Fund V Ugp LLC | General Partner | 04/2022 | |
Lovell Minnick Partners LLC | Managing Member | 04/2022 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22