Advisor Partners Ii, Llc
- Regulatory AUM
- $13.9B
- Discretionary
- $13.9B
- Clients
- 5,371
- Avg AUM / client
- $2.6M
- Accounts
- 5,371
- Employees
- 26
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Asset allocation (SMA assets by investment type)
as of Mar 31, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 762 | $555M | 3.99% |
| High net worth individuals | 4,380 | $11.7B | 83.9% |
| Pension and profit sharing plans | 3 | $21.6M | 0.16% |
| Charitable organizations | 91 | $353M | 2.53% |
| Other investment advisers | 4 | $12.4M | 0.09% |
| Corporations and other businesses | 131 | $1.3B | 9.29% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rahul Nmn Agrawal | President/Chief Investment Officer | Apr 2022 (4y) | Less than 5% | |
| Sidebotham, Stephanie, Cheryl | Chief Operations Officer | Apr 2022 (4y) | Less than 5% | |
| Wilmott, Lisandra, Evelyn | Chief Compliance Officer/General Counsel | Apr 2022 (4y) | Less than 5% | |
| Elena Gorskaya | Registered representative | CFA | Jun 2022 (4y) | |
| Bryan James Lee | Registered representative | Jun 2022 (4y) | ||
| Jia Xu | Registered representative | Jun 2022 (4y) | ||
| Ashley Elaine Duffey | Registered representative | CFA | Jul 2024 (2y) | |
| Ralph Michael Studley | Registered representative | Dec 2024 (2y) | ||
| Luke Desmond Hass | Registered representative | Mar 2025 (1y) | ||
| Eric Scott Shulenberger | Registered representative | Aug 2025 (1y) | ||
| Frederick Ross Bacani | Registered representative | Aug 2025 (1y) | ||
| Adrian Enrique Colmenares | Registered representative | Oct 2025 (1y) | ||
| Gael Fonseca Gutierrez | Registered representative | Jan 2026 (1y) | ||
| Lindy Rebecca Moss | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pathstone Intermediate Holdings, Llc | Managing Member | Apr 2022 | A | 75% or more |
| Pathstone Holdings Llc | Member | May 2023 | B | ≈ 56.25% – 100% via Pathstone Intermediate Holdings, Llc |
| Kai Xi (Tailwind) Investor, Lp | Limited Partner | May 2023 | B | ≈ 14.06% – 50% via Pathstone Holdings Llc |
| Kia Xi (Tailwind) Gp, L.P. | General Partner | May 2023 | B | GP / trustee / elected manager of Kai Xi (Tailwind) Investor, Lp (indirect) |
| Kelso Gp Xi, Llc | General Partner | May 2023 | B | GP / trustee / elected manager of Kia Xi (Tailwind) Gp, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Pathstone Holdings Llc: 75% – 100% of Pathstone Intermediate Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Kai Xi (Tailwind) Investor, Lp: 25% – 50% of Pathstone Holdings Llc × 75% – 100% of Pathstone Intermediate Holdings, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $5.8B (42% of AUM) Mar 2026
- Pnc Bank $3.0B (21% of AUM) Mar 2026
- Fidelity Brokerage Services $2.6B (18% of AUM) Mar 2026
- Pershing $1.2B (15% of AUM) Aug 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗