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Apercen Partners LLC's Overview

Total employees314
HeadquartersSan Francisco
Founded2008

Apercen Partners LLC is a specialized professional services firm dedicated to providing sophisticated tax compliance, strategic tax planning, and comprehensive family office services. They cater primarily to ultra-high-net-worth individuals, families, and their associated entities, aiming to simplify the complexities of substantial wealth through proactive, tailored advice and meticulous attention to detail. The firm positions itself as a trusted advisor, focusing on long-term client relationships and a deep understanding of complex financial situations.

Where is Apercen Partners LLC's Headquarters?

HQ Function

The San Francisco headquarters serves as the central hub for the firm's national operations, strategic leadership, client service standards, and development of specialized tax and wealth management solutions.

Notable Features:

Located in a modern high-rise office building in the SoMa (South of Market) district, offering contemporary workspaces designed for collaboration and client confidentiality. Proximity to financial institutions and technology companies.

Work Culture:

The work culture at Apercen Partners's HQ is characterized by a high degree of professionalism, intellectual rigor, and a client-first approach. It fosters collaboration among tax experts and wealth advisors, emphasizing accuracy, discretion, and continuous learning in the evolving financial landscape.

HQ Significance:

Its San Francisco HQ places Apercen Partners at the epicenter of significant wealth creation, particularly from the technology sector, and provides access to a deep talent pool. This location underscores its focus on serving sophisticated, high-net-worth clients.

Values Reflected in HQ: The headquarters' design and operations likely reflect Apercen Partners' core values of integrity, excellence, expertise, client confidentiality, and a commitment to providing high-touch service.

Location:

Apercen Partners primarily operates within the United States, with a network of offices in key metropolitan areas. While their physical presence is domestic, they are equipped to handle complex client situations involving international assets, cross-border tax issues, and services for U.S. expatriates or foreign nationals with U.S. financial interests, often collaborating with a global network of trusted advisors.

Street Address:

201 Spear Street, Suite 1650

City:

San Francisco

State/Province:

CA

Country:

USA

Apercen Partners LLC's Global Presence

New York, NY/USA

Address: 11 Times Square, 30th Floor, New York, NY 10036

To provide direct access and tailored services to the significant concentration of wealth and complex financial needs in the New York metropolitan area and broader East Coast markets.

Los Altos, CA/USA

Address: 321 First Street, Los Altos, CA 94022

To offer specialized expertise and convenient access for the high concentration of technology-driven wealth and innovation in Silicon Valley.

Chicago, IL/USA

Address: 300 North LaSalle Street, Suite 4925, Chicago, IL 60654

To establish a strong presence in a major Midwestern economic center, catering to established and emerging wealth in Chicago and surrounding areas.

Austin, TX/USA

Address: 300 West 6th Street, Suite 2200, Austin, TX 78701

To tap into the dynamic growth and wealth creation in Austin and Texas, providing localized expertise for high-net-worth clients in the region.

Buying Intent Signals for Apercen Partners LLC

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Apercen Partners LLC

As of April 2025, Apercen Partners LLC' leadership includes:

Scott Nelson - Chief Executive Officer
David M. Parker - Co-Founder & Managing Director
Jeff Londer - Co-Founder & Managing Director

Investors of Apercen Partners LLC

Apercen Partners LLC has been backed by several prominent investors over the years, including:

Tailwind Capital

Executive New Hires/Exits in the Last 12 Months

Hire5
Exits0

In the last 12 months, Apercen Partners has focused on strengthening its senior leadership through internal promotions, elevating five individuals to Partner in January 2024. There have been no publicly announced C-suite executive departures during this period.

New Appointments:

Alex Contreras, Alex Contreras promoted to Partner at Apercen Partners.
Joe Cromheecke, Joe Cromheecke promoted to Partner at Apercen Partners.
Ben Leis, Ben Leis promoted to Partner at Apercen Partners.
Megan Miller, Megan Miller promoted to Partner at Apercen Partners.
Ben Nortman, Ben Nortman promoted to Partner at Apercen Partners.

Technology (Tech Stack) used by Apercen Partners LLC

Discover the tools Apercen Partners LLC uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Apercen Partners LLC Email Formats and Examples

Apercen Partners typically uses a standard professional email format for its employees, most commonly combining the employee's first and last name with the company domain.

The most prevalent email format is `[first].[last]@apercen.com`.

Format

jane.doe@apercen.com

Example

90%

Success rate

News and media

Business WireJanuary 17, 2024

Apercen Partners Welcomes New Partners

Apercen Partners announced the promotion of Alex Contreras, Joe Cromheecke, Ben Leis, Megan Miller, and Ben Nortman to Partner, recognizing their significant contributions and leadership within the firm as it continues to expand its services for ultra-high-net-worth clients....more

ForbesOctober 10, 2023

Apercen Partners Recognized on Forbes' List of America's Top RIA Firms 2023

Apercen Partners was named to Forbes' prestigious annual list of America's Top RIA (Registered Investment Advisor) Firms for 2023. This recognition highlights the firm's commitment to excellence in wealth management and client advisory services....more

PR NewswireFebruary 1, 2022

Tailwind Capital Invests in Apercen Partners

Tailwind Capital, a middle-market private equity firm, announced a strategic investment in Apercen Partners. The partnership is aimed at supporting Apercen's continued growth, enhancing its service offerings, and expanding its national footprint in the ultra-high-net-worth advisory space....more

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