Advisor Partners II, LLC
● SEC registered since 2022CRD 321633SEC# 801-125744Walnut Creek, CA
Reg. AUM
$13.91B
Employees
26
Accounts
5,371
Location
Walnut Creek, CA
Advisor Partners II, LLC assets under management
Advisor Partners II, LLC is an investment advisory firm registered with the SEC based in Walnut Creek, CA. The firm has been registered since 2022. It reports $13.9 billion in regulatory assets under management and employs 26 people.
Advisor Partners II, LLC owners & executives
9 reported| 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 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Advisor Partners II, LLC manage?
Advisor Partners II, LLC reports $13.9 billion in regulatory assets under management on its Form ADV.
How many employees does Advisor Partners II, LLC have?
Advisor Partners II, LLC reports 26 employees.
Where is Advisor Partners II, LLC located?
Advisor Partners II, LLC is based in Walnut Creek, CA and has been SEC-registered since 2022.
Does Advisor Partners II, LLC disclose fund performance?
Advisor Partners II, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$13.91B▲ 81%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$13.91Bregulatory AUM
Discretionary $13.91B