Apex Investments Management US, LLC

Overview

Apex Investments Management US, LLC is a privately held LLC that operates as a manager of pooled investment vehicles with an institutional client focus. The firm is registered with the SEC (2022) and is structured as a private equity fund manager; it is owned by a combination of a foreign entity and an individual. Apex serves institutional investors rather than retail clients and charges both a percentage-of-AUM fee and performance-based fees. Its advisory mandate is portfolio management for pooled vehicles, and regulatory filings identify the firm as acting in roles such as investment adviser, sponsor, and general partner/managing member of pooled investment vehicles. Apex does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives