CRD: 334805
AP Investment Management
$41.9M Total AUM
$41.9M Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Jackson National Life · LPL Financial
- Clients
- Retail
- Platforms
- Zenith catalystAlpha +more
- Established Date
- 02-27-2025
- Office Locations
- 1
Office Locations
800 W EL Camino Real #180 Mountain View CA
About AP Investment Management
AP Investment Management (AP-Financial, LLC) is a Mountain View, CA registered investment adviser providing comprehensive wealth management with a specialization in equity-based compensation planning, helping clients integrate stock awards into an evolving financial plan. Client access is supported via Schwab and a RightCapital onboarding portal.
Team overview
-- AVG AGE
$41.9M AVG AUM / ADVISOR
$645.3K AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Summit momentum Optima Alpha horizon Vertex eagle Bridge Legacy bridge Unison atlas
Client Personas
Prime
Custodian
Momentum vital Foundation pathway Insight legacy
Investment Themes
Element ridge Ember Radial
Investment Vehicles
Element Timber horizon
Services
Quantum Unison foundation Bridge Insight Signal value Beacon Timber Ridge Legacy ridge North atlas
Technology
Horizon prime Focus Alpha
Owner & Executives
ANITHAH NEELAKANDA-PILLAI
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6407131
- Ownership
- 75% or more
(791) 467-5752
prime.unison@alphacapital.com
in linkedin.com/in/north-element
Showing 1 of 1 owners & executives
Unlock allContacts
R
RYAN PATRICK KOLSTAD
--
- CRD
- #7339106
(741) 679-7227
peak.ridge@elementcapital.com
in linkedin.com/in/insight-unison
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,944,772 | $219,768 |
| Non-Discretionary | $0 | -- |
| Total | $41,944,772 | $219,768 |
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Separately Managed Accounts
Total SMA Asset: $41,944,772
Public Funds:
15.5% Equity - Exchange:
27.3% Cash:
26.7% Equity - OTC:
30.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,205,723,769 | 15.5% |
| Equity - Exchange | $2,123,629,607 | 27.3% |
| Cash | $2,076,956,429 | 26.7% |
| Equity - OTC | $2,372,553,224 | 30.5% |
| Total | $7,778,863,029 | 100.0% |