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 registered investment adviser organized as an LLC that provides portfolio management services to individuals, families and small businesses. The firm operates on a percentage-of-assets fee model and identifies as focused on individual and family clients. Its advisory activity centers on discretionary portfolio management rather than institutional or pension consulting, and it does not present itself as an ESG-focused manager.
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 4James Merchant
Investment Advisor RepresentativeCRD 1899264
Steven Peake
CCOCRD 7374329
Harrison Peter
Managing PartnerCRD 8012627
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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