Apex Quantitative Group, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 333956
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Apex Quantitative Group, LLC is an independent, owner-operated registered investment adviser organized as an LLC that provides portfolio management primarily for individual and small business clients. The firm bills on a percentage-of-assets-under-management basis and reports a focus on discretionary portfolio management rather than consulting or pension work. The firm does not describe itself as an active ESG investor and is not listed as a multi-state adviser in the snapshot data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
2 of 2Julian Mulla
Chief Technology OfficerCRD 8009276
Langton Garvin
Chief Investment StrategistCRD 4802135
Contacts
3 of 4Harrison Peter
Managing PartnerCRD 8012627
Gregory Pratt
CRD 1383093
James Merchant
Investment Advisor RepresentativeCRD 1899264
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 203 N La Salle St
- Time zone
- CT (UTC-6)
- Office locations
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