Apam, LLC

RIAState Registered
Total AUM
$16.5M
Discretionary
$16.5M
100% of AUM
Avg account
$16.5M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
331386
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Apam, LLC is a Washington-registered limited liability company that provides portfolio management for pooled investment vehicles on behalf of institutional clients. The firm operates as an adviser and sponsor/GP/managing member of pooled vehicles rather than as a broad capital allocator. Its compensation model combines a percentage of assets under management with performance-based fees. Apam does not identify as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth