Aptos Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$686,101
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Aptos Capital LLC serves accredited and institutional investors through a private investment limited partnership for pooled-vehicle management rather than individual advisory accounts. The firm acts as the partnership’s general partner and reports about $686,101 in assets under management.
The partnership pursues a long-term, value-oriented investment approach, favoring ownership of high‑grade businesses held indefinitely and applying a qualitative four-point filter focused on profitability, management quality, reinvestment or capital discipline, and fair pricing. The adviser manages the partnership on a discretionary basis, seeks to limit frictional costs such as taxes and trading expenses, and provides periodic unaudited reports plus an annual audited financial statement to limited partners.
Noteworthy for a firm of this size, the managing member maintains outside employment in technology and operates an affiliated special-purpose vehicle that pools capital to invest in a single private company, creating additional business affiliations beyond the partnership. The firm combines asset-based and performance-based compensation (the latter available only to qualifying investors) and is subject to partnership custody rules requiring independent annual audits, features that distinguish it from many peers.
Client services
Portfolio management
Promoter/gp of private llc
Expertise
Private / alternative investments
Active portfolio management
Occupation focus
Founder/Business Owner
Fee options
1.5% per annum (Management Fee)
25% of new profits over a 6% hard hurdle rate, with high water mark.
Account minimum: $100,000
Main office location
Aptos Capital LLC
Los Altos CA, United States
Number of offices
1
Most active in
Aptos Capital LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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