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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 10b 100b

CONCENTRIC

ADVISOR PARTNERS II, LLC, CRD 321633

WALNUT CREEK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c943607d-271f-2f00-22d2-8ca2f833fa77

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 7
On other graphs: 0
Observed: Apr 27, 2022 to Mar 31, 2026
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $14BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $14B
Private client RAUM: $12BderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $1.3Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 26
Advisory employees: 16
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 5,371
Individual clients: 762
High net worth clients: 4,380
SEC number: 801-125744
CRD: 321633
Filings on the tape: 8
First filed: Apr 27, 2022
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, CA
Website: concentricinnovation.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ELENA GORSKAYA	Chartered Financial Analyst	WALNUT CREEK, CA	4	10	2	no
RAHUL NMN AGRAWAL	n/a	WALNUT CREEK, CA	4	21	2	no
Jia Xu	n/a	WALNUT CREEK, CA	4	10	2	no
Bryan James Lee	n/a	WALNUT CREEK, CA \| New York, NY	4	13	2	no
Ashley Elaine Duffey	Chartered Financial Analyst	Lakewood, CO \| WALNUT CREEK, CA	2	10	1	no
Ralph Michael Studley	n/a	Boston, MA \| WALNUT CREEK, CA	1	23	3	no
Luke Desmond Hass	n/a	WALNUT CREEK, CA	1	12	n/a	no
ADRIAN Enrique COLMENARES	n/a	WALNUT CREEK, CA \| Boston, MA	0	12	n/a	no
Lindy Rebecca Moss	n/a	WALNUT CREEK, CA \| Boston, MA	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PATHSTONE INTERMEDIATE HOLDINGS,	MANAGING MEMBER	E	yes	04/2022	Mar 31, 2026	Mar 31, 2026
KAI XI (TAILWIND) INVESTOR, LP	LIMITED PARTNER	C	yes	05/2023	Mar 28, 2024	Mar 28, 2024
KELSO GP XI, LLC	GENERAL PARTNER	F	yes	05/2023	Mar 28, 2024	Mar 28, 2024
KIA XI (TAILWIND) GP, L.P.	GENERAL PARTNER	F	yes	05/2023	Mar 28, 2024	Mar 28, 2024
PATHSTONE HOLDINGS LLC	Member	E	yes	05/2023	Mar 28, 2024	Mar 28, 2024
PATHSTONE INTERMEDIATE HOLDINGS, LLC	MANAGING MEMBER	E	yes	04/2022	Mar 28, 2024	Mar 28, 2024
AGRAWAL, RAHUL, NMN	PRESIDENT/CHIEF INVESTMENT OFFICER	Na	no	04/2022	Mar 31, 2026	Mar 31, 2026
KEATES, CHARLES, PAXSON	GENERAL COUNSEL	Na	no	02/2025	Mar 31, 2026	Mar 31, 2026
MCCALL, JAMES, DOUGLAS	CHIEF COMPLIANCE OFFICER	Na	no	02/2025	Mar 31, 2026	Mar 31, 2026
Studley, Ralph, Michael	CHIEF REVENUE OFFICER	Na	no	02/2025	Mar 31, 2026	Mar 31, 2026
SIDEBOTHAM, STEPHANIE, CHERYL	CHIEF OPERATIONS OFFICER	Na	no	04/2022	Apr 27, 2022	Mar 28, 2024
WILMOTT, LISANDRA, EVELYN	CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL	Na	no	04/2022	Apr 27, 2022	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PATHSTONE FAMILY OFFICE, LLC	n/a	Independent wealth	$110B	N	yes	n/a
WILLOW STREET	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$14B	$14B	26	16	3	n/a	n/a
2024	Mar 31, 2025	$7.7B	$7.7B	16	9	1	n/a	n/a
2023	Mar 28, 2024	$3.4B	$3.4B	12	6	0	n/a	n/a
2022	Feb 17, 2023	$1.9B	$1.9B	9	5	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	3	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$14B	$7.7B	81.4%	$1.9B	92.7%	26	16	3	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADVISOR PARTNERS, LLC	4	Aug 15, 2022	Jun 22, 2022	WALNUT CREEK, CA	Firm absorbed	RIA to RIA	100.0%

Relationships

Affiliated with (1)

→ PATHSTONERegistered adviserother investment adviser, common control
factForm ADV

Registered with (13)

← Lindy Rebecca MossAdvisorregistration: current employment
Feb 9, 2026 to presentfactForm ADV
← ADRIAN Enrique COLMENARESAdvisorregistration: current employment
Oct 27, 2025 to presentfactForm ADV
← FREDERICK ROSS BACANIAdvisorregistration: current employment
Aug 1, 2025 to presentfactForm ADV
← ERIC SCOTT SHULENBERGERAdvisorregistration: current employment
Aug 1, 2025 to presentfactForm ADV
← Luke Desmond HassAdvisorregistration: current employment
Mar 7, 2025 to presentfactForm ADV
← Ralph Michael StudleyAdvisorregistration: current employment
Dec 10, 2024 to presentfactForm ADV
← Ashley Elaine DuffeyAdvisorregistration: current employment
Jul 10, 2024 to presentfactForm ADV
← RAHUL NMN AGRAWALAdvisorregistration: current employment
Jun 22, 2022 to presentfactForm ADV
← Jia XuAdvisorregistration: current employment
Jun 22, 2022 to presentfactForm ADV
← Bryan James LeeAdvisorregistration: current employment
Jun 22, 2022 to presentfactForm ADV
← ELENA GORSKAYAAdvisorregistration: current employment
Jun 17, 2022 to presentfactForm ADV
← ANTHONY MARK CASTALDIAdvisorregistration: previous registration
May 6, 2024 to Sep 2, 2025factForm ADV
← MICHAEL JOHN OCONNORAdvisorregistration: previous registration
Jun 22, 2022 to Feb 21, 2024factForm ADV

Owns (3)

← SIDEBOTHAM, STEPHANIE, CHERYLOwnerCHIEF OPERATIONS OFFICER, ownership code NA, individual
Apr 27, 2022 to Mar 28, 2024factForm ADV
← AGRAWAL, RAHUL, NMNOwnerPRESIDENT/CHIEF INVESTMENT OFFICER, ownership code NA, individual
Apr 27, 2022 to Mar 28, 2024factForm ADV
← WILMOTT, LISANDRA, EVELYNOwnerCHIEF COMPLIANCE OFFICER/GENERAL COUNSEL, ownership code NA, individual
Apr 27, 2022 to Mar 28, 2024factForm ADV

Controls (5)

← KAI XI (TAILWIND) INVESTOR, LPOwnerLIMITED PARTNER, ownership code C, domestic entity
Mar 28, 2024 to Mar 28, 2024factForm ADV
← KELSO GP XI, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 28, 2024 to Mar 28, 2024factForm ADV
← KIA XI (TAILWIND) GP, L.P.OwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 28, 2024 to Mar 28, 2024factForm ADV
← PATHSTONE HOLDINGS LLCOwnerMEMBER, ownership code E, domestic entity
Mar 28, 2024 to Mar 28, 2024factForm ADV
← PATHSTONE INTERMEDIATE HOLDINGS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 28, 2024 to Mar 28, 2024factForm ADV

Moved with (1)

← ADVISOR PARTNERS, LLCRegistered adviser4 advisors, firm absorbed, same day
Aug 15, 2022 to Jun 22, 2022factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Concentric reported RAUM $13.9B, up 81% from $7.7B (2025-08-01 to 2026-03-31)
Form ADVobserved 4 days ago
$6.2B
Occurred
Sep 2, 2025
Advisor changed firm
Anthony Mark Castaldi left Concentric for Covenant Wealth Advisors (registered 2025-09-05)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2025
Regulatory AUM changed
Concentric reported RAUM $7.7B, up 127% from $3.4B (2024-03-28 to 2025-03-31)
Form ADVobserved 4 days ago
$4.3B
Occurred
Mar 28, 2024
Regulatory AUM changed
Concentric reported RAUM $3.4B, up 74% from $1.9B (2023-09-07 to 2024-03-28)
Form ADVobserved 4 days ago
$1.4B
Occurred
Feb 21, 2024
Advisor changed firm
Michael John Oconnor left Concentric for Compound Planning, Inc. (registered 2025-01-01)
Form ADVobserved 4 days ago
Occurred
Aug 15, 2022
Firm absorbed
Advisor Partners, LLC's advisors moved to Concentric (Walnut Creek, CA): 4 of 4 registered, on the same day
Form ADVobserved 4 days ago
4 advisors
Occurred
Apr 27, 2022
First Form ADV filing
Advisor Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c943607d-271f-2f00-22d2-8ca2f833fa77
First observed: Apr 27, 2022
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CONCENTRIC

ADVISOR PARTNERS II, LLC, CRD 321633

WALNUT CREEK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c943607d-271f-2f00-22d2-8ca2f833fa77

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:29 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ELENA GORSKAYA

Chartered Financial Analyst

WALNUT CREEK, CA

RAHUL NMN AGRAWAL

n/a

WALNUT CREEK, CA

Jia Xu

n/a

WALNUT CREEK, CA

Bryan James Lee

n/a

WALNUT CREEK, CA | New York, NY

Ashley Elaine Duffey

Chartered Financial Analyst

Lakewood, CO | WALNUT CREEK, CA

Ralph Michael Studley

n/a

Boston, MA | WALNUT CREEK, CA

Luke Desmond Hass

n/a

WALNUT CREEK, CA

n/a

ADRIAN Enrique COLMENARES

n/a

WALNUT CREEK, CA | Boston, MA

n/a

Lindy Rebecca Moss

n/a

WALNUT CREEK, CA | Boston, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PATHSTONE INTERMEDIATE HOLDINGS,

MANAGING MEMBER

yes

04/2022

Mar 31, 2026

KAI XI (TAILWIND) INVESTOR, LP

LIMITED PARTNER

yes

05/2023

Mar 28, 2024

KELSO GP XI, LLC

GENERAL PARTNER

yes

05/2023

Mar 28, 2024

KIA XI (TAILWIND) GP, L.P.

GENERAL PARTNER

yes

05/2023

Mar 28, 2024

PATHSTONE HOLDINGS LLC

Member

yes

05/2023

Mar 28, 2024

PATHSTONE INTERMEDIATE HOLDINGS, LLC

MANAGING MEMBER

yes

04/2022

Mar 28, 2024

AGRAWAL, RAHUL, NMN

PRESIDENT/CHIEF INVESTMENT OFFICER

04/2022

Mar 31, 2026

KEATES, CHARLES, PAXSON

GENERAL COUNSEL

02/2025

Mar 31, 2026

MCCALL, JAMES, DOUGLAS

CHIEF COMPLIANCE OFFICER

02/2025

Mar 31, 2026

Studley, Ralph, Michael

CHIEF REVENUE OFFICER

02/2025

Mar 31, 2026

SIDEBOTHAM, STEPHANIE, CHERYL

CHIEF OPERATIONS OFFICER

04/2022

Apr 27, 2022

Mar 28, 2024

WILMOTT, LISANDRA, EVELYN

CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL

04/2022

Apr 27, 2022

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PATHSTONE FAMILY OFFICE, LLC

n/a

Independent wealth

$110B

yes

n/a

WILLOW STREET

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$14B

n/a

2024

Mar 31, 2025

$7.7B

n/a

2023

Mar 28, 2024

$3.4B

n/a

2022

Feb 17, 2023

$1.9B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$14B

$7.7B

81.4%

$1.9B

92.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADVISOR PARTNERS, LLC

Aug 15, 2022

Jun 22, 2022

WALNUT CREEK, CA

Firm absorbed

RIA to RIA

100.0%