APIS CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2013
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$158M
Accounts
9
Employees
9
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
131200
Registered since
September 18, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Apis Capital Advisors, LLC is an SEC-registered hedge fund manager organized as an LLC and operating since 2013. The firm serves institutional clients and functions as a sponsor/GP and managing member of pooled investment vehicles. Its regulated business activities include commodity pool operator/commodity trading advisor (CPO/CTA) roles and portfolio management for pooled vehicles. Ownership is listed as individual and the firm charges traditional asset-based fees alongside performance-based compensation. Apis is not positioned as a multi-state adviser, a pension consultant, or an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • RICHARD YUN

    Chief Financial Officer & Chief Compliance OfficerCRD 6045991

Contacts

2 of 2
  • DANIEL BARKER

    Managing Partner, Portfolio ManagerCRD 4782538

  • ERIC ALMERAZ

    Managing Partner, Director of ResearchCRD 4782605

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
110 E 42nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth