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APRIEM Advisors
APRIEM ADVISORS is an SEC-registered investment adviser in IRVINE, CA, registered since 1998. The firm manages $1.5 billion in assets. It has 17 employees and...
APRIEM Advisors
APRIEM ADVISORS is an SEC-registered investment adviser in IRVINE, CA, registered since 1998. The firm manages $1.5 billion in assets. It has 17 employees and 14 investment advisers.
General information
Firm type
Multi Family Office
Year founded
1998
AUM
$1.6b
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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