other names
  • APEX INVESTMENTS MANAGEMENT US, LLC
  • APEX CAPITAL
  • APEX INVESTMENT MANAGEMENT US, LLC

Adviser Profile

As of Date 03/30/2026
ADV Location COCONUT GROVE, FL, United States
Adviser Type - Large advisory firm
Number of Employees 6 50%
of those in investment advisory functions 3
Registration SEC, Approved, 10/26/2022
AUM* 392,490,285 192%
of that, discretionary 0
Private Fund GAV* 392,490,285 40%
Avg Account Size 392,490,285 192%
SMA’s No
Private Funds 1
Contact Info 305 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

128M 110M 91M 73M 55M 37M 18M
2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$392,490,285

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