Apex Investments Management, S.A.

Overview

Apex Investments Management, S.A. is a corporate adviser organized to manage pooled investment vehicles with an institutional client focus. The firm appears primarily structured around private equity activity: it is classified as a private equity fund manager and acts as an adviser/GP or managing member to pooled investment vehicles. Apex began SEC registration in 2022, is owned by a combination of a foreign entity and an individual, and charges a mix of percentage-of-assets and performance-based fees. The firm does not report active ESG investing and is not positioned as a multi-state pension consultant or a capital allocator to external managers.

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