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APRIEM Advisors
APRIEM Advisors was founded in 1998 in Irvine, California by Rhonda Ducote and David H. Park.
APRIEM Advisors
APRIEM Advisors was founded in 1998 in Irvine, California by Rhonda Ducote and David H. Park. The firm operates as a multi-family office and wealth management practice rooted in accounting and tax-planning disciplines rather than a traditional broker-dealer or investment-bank lineage. This CPA-centric origin shapes the firm's integrated approach to family balance sheets. The firm allocates client capital across a mix of public and private markets, with identifiable exposure to real estate, private equity, private credit, and hedge fund strategies. APRIEM sources direct deals, fund commitments, and co-investment opportunities for its families. The firm's California base gives it particular exposure to West Coast real estate and operating businesses, though it serves a national client base. APRIEM's leadership team includes credentialed professionals blending the certified public accountant (CPA) and certified financial planner (CFP) designations. This dual expertise enables the firm to manage investment portfolios alongside complex estate and tax strategies under one roof. The firm has not publicly disclosed total assets under advisement or assets under management. Structurally, APRIEM differs from many investment-centric multi-family offices by keeping tax and estate planning as in-house core competencies rather than outsourced functions. This architecture makes the firm a one-stop fiduciary for families where illiquid wealth, multi-generational transfer, and business succession intersect — a posture more aligned with a family CFO model than an allocator model.
General information
Firm type
Multi Family Office
Year founded
1998
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Irvine
Corporate office
Irvine, CA, United States
Principals
Rhonda Ducote
CEO & Founding Partner
David H. Park
President & Founding Partner
Sector focus
Frequently asked questions
Does APRIEM Advisors operate as a single-family office or a multi-family office?
APRIEM Advisors operates as a multi-family office, serving multiple client families from its Irvine, California headquarters since its founding in 1998. The firm does not represent a single wealth creator or family's capital.
How does APRIEM's CPA heritage shape how it invests?
The firm was founded by professionals with deep accounting and tax credentials, which means investment decisions are frequently evaluated alongside estate-planning and tax-efficiency considerations. This integrated approach distinguishes APRIEM from multi-family offices that outsource tax strategy to external CPA firms.
What asset classes does APRIEM allocate to on behalf of its families?
Based on the firm's public positioning, APRIEM commits client capital to real estate, private equity, private credit, and hedge funds, supplementing traditional public-market portfolios. Specific fund names and direct deal details are not publicly disclosed.
Who leads investment and firm decisions at APRIEM?
Rhonda Ducote serves as CEO and founding partner, while David H. Park serves as president and founding partner. Their combined oversight covers both investment strategy and the firm's integrated tax and planning functions.
Does APRIEM participate in direct deals or only fund commitments?
The firm's structure accommodates both direct investments and fund commitments. Its multi-family office model allows for co-investment and direct deal participation alongside fund allocations, though specific deal terms remain private.
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