Apex Investments Management US, LLC
Firm details
- Headquarters
- Coconut Grove, Florida
- CRD number
- 322874
- Registered since
- October 26, 2022
- Website
- apexcapitalpe.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Apex Investments Management US, LLC is organized as an LLC and operates as a private equity fund adviser. The firm is SEC-registered (2022) and serves institutional clients, providing portfolio management for pooled investment vehicles while also functioning in roles such as sponsor, general partner and managing member of those vehicles. Its ownership structure includes both a foreign entity and an individual. Apex charges a mix of asset-based fees and performance fees and is not positioned as a capital allocator to outside managers. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not list pension consulting among its services.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Coconut Grove, FL
Miami Dade
Location
Coconut Grove, FL
Headquartered in Coconut Grove, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 2665 S Bayshore Dr
- Time zone
- ET (UTC-5)
- Office locations
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