ADVISOR PARTNERS, LLC
CRD #114536 SEC #801-60495 WALNUT CREEK, CA 888-265-2257
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
10
Clients
--
Accounts
1,092
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AGRAWAL, RAHUL | I | CHIEF INVESTMENT OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| AGRAWAL, RAHUL, NMN | I | CHIEF INVESTMENT OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| AGRAWAL, RAHUL, NMN | I | CHIEF INVESTMENT OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| AGRAWAL, RAHUL, NMN | I | CHIEF INVESTMENT OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| AGRAWAL, RAHUL, NMN | I | CHIEF INVESTMENT OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| AGRAWAL, RAHUL, NMN | I | CHIEF INVESTMENT OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| AGRAWAL, RAHUL, NMN | I | CHIEF INVESTMENT OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| AGRAWAL, RAHUL, NMN | I | CHIEF INVESTMENT OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| AGRAWAL, RAHUL, NMN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| AGRAWAL, RAHUL, NMN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| AGRAWAL, RAHUL, NMN | I | CHIEF INVESTMENT OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| AGRAWAL, RAHUL, NMN | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BLACHMAN, JAMES, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BLACHMAN, JAMES, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COWEN, LARRY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FARMER ELDRIDGE, MICHELLE, LYN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| FARMER, MICHELLE, LYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FARMER, MICHELLE, LYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FARMER, MICHELLE, LYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FARMER, MICHELLE, LYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FARMER, MICHELLE, LYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FARMER, MICHELLE, LYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FARMER, MICHELLE, LYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FARMER, MICHELLE, LYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FARMER, MICHELLE, LYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FARMER, MICHELLE, LYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FARMER, MICHELLE, LYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, LESLEY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, LESLEY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, LESLEY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, LESLEY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, LESLEY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, LESLEY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, LESLEY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, LESLEY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, LESLEY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, LESLEY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, LESLEY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KERN, DANIEL, STEVEN | I | PRESIDENT | NA | Control |
| KERN, DANIEL, STEVEN | I | PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| KERN, DANIEL, STEVEN | I | PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| KERN, DANIEL, STEVEN | I | PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| KERN, DANIEL, STEVEN | I | PRESIDENT | NA | Control |
| KERN, DANIEL, STEVEN | I | PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| KERN, DANIEL, STEVEN | I | PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| KERN, DANIEL, STEVEN | I | PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| OSWAL, VIKAS | I | CEO AND CHIEF INVESTMENT OFFICER | NA | Control |
| OSWAL, VIKAS | I | CEO AND CHIEF INVESTMENT OFFICER | NA | Control |
| RUDD, ANDREW, THOMAS | I | CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE | NA | Control |
| RUDD, ANDREW, THOMAS | I | CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE | NA | Control |
| RUDD, ANDREW, THOMAS | I | CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE | NA | Control |
| RUDD, ANDREW, THOMAS | I | CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE | NA | Control |
| RUDD, ANDREW, THOMAS | I | CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE | NA | Control |
| RUDD, ANDREW, THOMAS | I | CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE | NA | Control |
| RUDD, ANDREW, THOMAS | I | CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE | NA | Control |
| RUDD, ANDREW, THOMAS | I | CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE | NA | Control |
| RUDD, ANDREW, THOMAS | I | CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE | NA | Control |
| RUDD, ANDREW, THOMAS | I | CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE | NA | Control |
| RUDD, ANDREW, THOMAS | I | CEO AND CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE | NA | Control |
| RUDD, ANDREW, THOMAS | I | CEO AND CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE, CHIEF COMPLIANCE OFFICER | NA | Control |
| RUDD, ANDREW, THOMAS | I | CEO AND CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE | NA | Control |
| RUDD, ANDREW, THOMAS | I | CEO AND CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE | NA | Control |
| RUDD, ANDREW, THOMAS | I | CEO AND CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE | NA | Control |
| RUDD, ANDREW, THOMAS | I | CEO AND CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE | NA | Control |
| RUDD, ANDREW, THOMAS | I | CEO AND CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE | NA | Control |
| RUDD, ANDREW, THOMAS | I | CEO AND CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE | NA | Control |
| RUDD, ANDREW, THOMAS | I | CEO AND CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE | NA | Control |
| RUDD, ANDREW, THOMAS | I | CEO AND CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE | NA | Control |
| RUDD, ANDREW, THOMAS | I | CEO AND CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE | NA | Control |
| RUDD, ANDREW, THOMAS | I | CEO AND CHAIRMAN, INVESTMENT OVERSIGHT COMMITTEE | NA | Control |
| SIDEBOTHAM, STEPHANIE, CHERYL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SIDEBOTHAM, STEPHANIE, CHERYL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| STEELE, ALBERT, GERALD | I | CEO | NA | Control |
| ADVISOR PARTNERS HOLDING CO | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR PARTNERS HOLDING CO | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR PARTNERS HOLDING CO | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR PARTNERS HOLDING CO | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR PARTNERS HOLDING CO | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR PARTNERS HOLDING CO | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR PARTNERS HOLDING CO | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR PARTNERS HOLDING CO | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR PARTNERS HOLDING CO | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR PARTNERS HOLDING CO | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR PARTNERS HOLDING CO | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR PARTNERS HOLDING CO | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR PARTNERS HOLDING CO | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR PARTNERS HOLDING CO | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR PARTNERS HOLDING CO | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR PARTNERS HOLDING CO | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR PARTNERS HOLDING CO | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR SOFTWARE, INC. | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR SOFTWARE, INC. | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR SOFTWARE, INC. | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR SOFTWARE, INC. | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR SOFTWARE, INC. | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR SOFTWARE, INC. | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR SOFTWARE, INC. | DE | MANAGING MEMBER OF LLC | E | Control |
| ADVISOR SOFTWARE, INC. | DE | MANAGING MEMBER OF LLC | E | Control |
| BELLATORE FINANCIAL, INC. | DE | PARENT COMPANY | E | Control |
| CLARK, DENNIS, PATRICK | I | CEO | E | Control |
| CLARK, DENNIS, PATRICK | I | CEO | E | Control |
| CLARK, DENNIS, PATRICK | I | CEO | D | Control |
| CLARK, DENNIS, PATRICK | I | CEO | D | Control |
| CLARK, DENNIS, PATRICK | I | CEO | D | Control |
| CLARK, DENNIS, PATRICK | I | CEO | C | Control |
| CLARK, DENNIS, PATRICK | I | CEO | C | Control |
| RUDD, ANDREW, THOMAS | I | CHAIRMAN | C | Control |
| RUDD, ANDREW, THOMAS | I | CHAIRMAN | C | Control |
| RUDD, ANDREW, THOMAS | I | CHAIRMAN | C | Control |
| RUDD, ANDREW, THOMAS | I | CHAIRMAN | C | Control |
| RUDD, ANDREW, THOMAS | I | CHAIRMAN | C | Control |
| BLACHMAN, JAMES, EDWARD | I | CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | A | Control |
| BLACHMAN, JAMES, EDWARD | I | CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | A | Control |
| BLACHMAN, JAMES, EDWARD | I | CHIEF INVESTMENT OFFICER | A | Control |
| BLACHMAN, JAMES, EDWARD | I | CHIEF INVESTMENT OFFICER | A | Control |
| BORKOWITZ, JODI, LYNN | I | MEMBER | A | |
| GEMMER, DAVID, LEROY | I | MEMBER | A | |
| GEMMER, DAVID, LEROY | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR SOFTWARE | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR SOFTWARE | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR SOFTWARE | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR SOFTWARE | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR SOFTWARE | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR SOFTWARE | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR SOFTWARE | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR SOFTWARE | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, ANDREW, THOMAS | I | RUDD FAMILY TRUST- 100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR SOFTWARE | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR SOFTWARE | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR SOFTWARE | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR SOFTWARE | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR SOFTWARE | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR SOFTWARE | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR SOFTWARE | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR SOFTWARE | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
| RUDD, VIRGINIA, ANNE | I | RUDD FAMILY TRUST -100% OWNER OF ADVISOR PARTNERS HOLDING COMPANY | E | Control |
Registrations
Federal
IA
Mar 29, 2022 REGISTERED
Notice Filings (30)
AL AZ CA CO CT FL GA IL IN LA MA MD MI MN NC NE NH NJ NM NV NY OH PA SC TN TX UT VA WI WV
Address
2185 NORTH CALIFORNIA BLVDSUITE 290
WALNUT CREEK, CA 94596-7103
United States
Phone: 888-265-2257