ADVISOR PARTNERS II, LLC
Legal name: ADVISOR PARTNERS
CRD #321633 SEC #801-125744 WALNUT CREEK, CA 888-265-2257
SEC Registered
Total AUM
$7.7B
Discretionary
$7.7B
Employees
16
Clients
--
Accounts
3,552
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 1, 2025
- Branch Offices
- 2
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, NMN | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | |
| AGRAWAL, RAHUL, NMN | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | |
| AGRAWAL, RAHUL, NMN | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | |
| AGRAWAL, RAHUL, NMN | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | |
| AGRAWAL, RAHUL, NMN | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | |
| AGRAWAL, RAHUL, NMN | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | |
| AGRAWAL, RAHUL, NMN | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | |
| KEATES, CHARLES, PAXSON | I | GENERAL COUNSEL | NA | |
| KEATES, CHARLES, PAXSON | I | GENERAL COUNSEL | NA | |
| MCCALL, JAMES, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCALL, JAMES, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIDEBOTHAM, STEPHANIE, CHERYL | I | CHIEF OPERATIONS OFFICER | NA | |
| SIDEBOTHAM, STEPHANIE, CHERYL | I | CHIEF OPERATIONS OFFICER | NA | |
| SIDEBOTHAM, STEPHANIE, CHERYL | I | CHIEF OPERATIONS OFFICER | NA | |
| SIDEBOTHAM, STEPHANIE, CHERYL | I | CHIEF OPERATIONS OFFICER | NA | |
| SIDEBOTHAM, STEPHANIE, CHERYL | I | CHIEF OPERATIONS OFFICER | NA | |
| Studley, Ralph, Michael | I | CHIEF REVENUE OFFICER | NA | |
| Studley, Ralph, Michael | I | CHIEF REVENUE OFFICER | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE INTERMEDIATE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE INTERMEDIATE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE INTERMEDIATE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FUND V UGP LLC | DE | LOVELL MINNICK EQUITY ADVISORS V LP | F | Control |
| FUND V UGP LLC | DE | LOVELL MINNICK EQUITY ADVISORS V LP | F | Control |
| FUND V UGP LLC | DE | LOVELL MINNICK EQUITY ADVISORS V LP | F | Control |
| FUND V UGP LLC | DE | LOVELL MINNICK EQUITY ADVISORS V LP | F | Control |
| KELSO GP XI, LLC | DE | KIA XI (TAILWIND) GP, L.P. | F | Control |
| KIA XI (TAILWIND) GP, L.P. | DE | KAI XI (TAILWIND) INVESTOR, LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LM CHECKMARK INTERMEDIATE CO LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V-A LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LM CHECKMARK INTERMEDIATE CO LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V-A LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LM CHECKMARK INTERMEDIATE CO LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V-A LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LM CHECKMARK INTERMEDIATE CO LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V-A LP | F | Control |
| LM CHECKMARK INTERMEDIATE CO LP | DE | LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | E | Control |
| LM CHECKMARK INTERMEDIATE CO LP | DE | LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | E | Control |
| LM CHECKMARK INTERMEDIATE CO LP | DE | LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | E | Control |
| LM CHECKMARK INTERMEDIATE CO LP | DE | LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | E | Control |
| LM PATHSTONE HOLDINGS LLC | DE | LM CHECKMARK HOLDINGS LLC | E | Control |
| LM PATHSTONE HOLDINGS LLC | DE | LM CHECKMARK HOLDINGS LLC | E | Control |
| LM PATHSTONE HOLDINGS LLC | DE | LM CHECKMARK HOLDINGS LLC | E | Control |
| LM PATHSTONE HOLDINGS LLC | DE | LM CHECKMARK HOLDINGS LLC | E | Control |
| LOVELL MINNICK EQUITY PARTNERS V-A LP | DE | LM CHECKMARK INTERMEDIATE CO LP | E | |
| LOVELL MINNICK EQUITY PARTNERS V-A LP | DE | LM CHECKMARK INTERMEDIATE CO LP | E | |
| LOVELL MINNICK EQUITY PARTNERS V-A LP | DE | LM CHECKMARK INTERMEDIATE CO LP | E | |
| LOVELL MINNICK EQUITY PARTNERS V-A LP | DE | LM CHECKMARK INTERMEDIATE CO LP | E | |
| LOVELL MINNICK PARTNERS LLC | DE | FUND V UGP LLC | E | Control |
| LOVELL MINNICK PARTNERS LLC | DE | FUND V UGP LLC | E | Control |
| LOVELL MINNICK PARTNERS LLC | DE | FUND V UGP LLC | E | Control |
| LOVELL MINNICK PARTNERS LLC | DE | FUND V UGP LLC | E | Control |
| PATHSTONE HOLDINGS LLC | DE | PATHSTONE INTERMEDIATE HOLDINGS, LLC | E | Control |
| LM CHECKMARK HOLDINGS LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| LM CHECKMARK HOLDINGS LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| LM CHECKMARK HOLDINGS LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| LM CHECKMARK HOLDINGS LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| LOVELL MINNICK EQUITY PARTNERS V LP | DE | LM PATHSTONE HOLDINGS LLC | D | Control |
| LOVELL MINNICK EQUITY PARTNERS V LP | DE | LM PATHSTONE HOLDINGS LLC | D | Control |
| LOVELL MINNICK EQUITY PARTNERS V LP | DE | LM PATHSTONE HOLDINGS LLC | D | Control |
| LOVELL MINNICK EQUITY PARTNERS V LP | DE | LM PATHSTONE HOLDINGS LLC | D | Control |
| KAI XI (TAILWIND) INVESTOR, LP | DE | PATHSTONE HOLDINGS LLC | C | Control |
| LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | DE | LM PATHSTONE HOLDINGS LLC | C | Control |
| LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | DE | LM PATHSTONE HOLDINGS LLC | C | Control |
| LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | DE | LM PATHSTONE HOLDINGS LLC | C | Control |
| LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | DE | LM PATHSTONE HOLDINGS LLC | C | Control |
Registrations
Federal
IA
Aug 1, 2025 REGISTERED
Notice Filings (41)
AK AL AR AZ CA CO CT DC DE FL GA ID IL IN LA MA MD ME MI MN MS NC NE NH NJ NM NV NY OH OR PA RI SC TN TX UT VA VT WA WI WV
Address
1333 N. CALIFORNIA BLVDSUITE 680
WALNUT CREEK, CA 94596
United States
Phone: 888-265-2257