| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Paxson Keates | General Counsel | Under 5% | 2025 |
| James Douglas McCall | Chief Compliance Officer | Under 5% | 2025 |
| Pathstone Intermediate Holdings, LLC Control | Managing Member | Over 75% | 2022 |
Advisor Partners II, LLC reports $7.7 billion in regulatory assets under management on its Form ADV.
Advisor Partners II, LLC reports 16 employees.
Advisor Partners II, LLC is based in Walnut Creek, CA and has been SEC-registered since 2022.
Advisor Partners II, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1333 N. California Blvd, Suite 680, Walnut Creek, CA 94596 |
| Phone | 888-265-2257 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $7.67B |
| Non-discretionary | $0 |
| Total (RAUM) | $7.67B |