AP-FINANCIAL LLC
Legal name: AP INVESTMENT MANAGEMENT
CRD #334805 SEC #801-132030 MOUNTAIN VIEW, CA 650-618-1091
SEC Registered
Total AUM
$27.9M
Discretionary
$27.9M
Employees
1
Clients
0
Accounts
127
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 2, 2025
- 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 |
|---|---|---|---|---|
| CHEETANCHERI, SENTHIL | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEETANCHERI, SENTHIL | I | CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| CGSK HOLDINGS, LLC | DE | MEMBER | E | Control |
| CGSK HOLDINGS, LLC | DE | MEMBER | E | Control |
| NEELAKANDA-PILLAI, ANITHAH | I | MEMBER, CHIEF EXECUTIVE OFFICER, & CHIEF COMPLIANCE OFFICER | E | Control |
| NEELAKANDA-PILLAI, ANITHAH | I | MEMBER, CHIEF EXECUTIVE OFFICER, & CHIEF COMPLIANCE OFFICER | E | Control |
| NEELAKANDA-PILLAI, ANITHAH | I | MEMBER, CHIEF EXECUTIVE OFFICER, & CHIEF COMPLIANCE OFFICER | E | Control |
| NEELAKANDA-PILLAI, ANITHAH | I | MEMBER, CHIEF EXECUTIVE OFFICER, & CHIEF COMPLIANCE OFFICER | E | Control |
| NEELAKANDA-PILLAI, ANITHAH | I | MEMBER, CHIEF EXECUTIVE OFFICER, & CHIEF COMPLIANCE OFFICER | E | Control |
| NEELAKANDA-PILLAI, ANITHAH | I | MEMBER, CHIEF EXECUTIVE OFFICER, & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 2, 2025 REGISTERED
Notice Filings (3)
CA LA TX
Address
800 W EL CAMINO REAL#180
MOUNTAIN VIEW, CA 94040
United States
Phone: 650-618-1091