Apogem Capital LLC

Overview

Apogem Capital LLC is a privately held investment manager registered with the SEC in 2020 that operates across multiple fund structures and strategies. The firm functions as a limited liability company with ownership tied to both a domestic entity and an individual. Its business mix spans hedge fund, private equity, securitized-asset management and other pooled vehicles; it provides portfolio management for individuals, pooled vehicles, businesses and institutions and also performs selection-of-other-advisers work. Apogem serves both individual/family clients and institutional investors and reports an active ESG investing posture. The firm also maintains broker-dealer registration activity through a registered representative relationship and operates as a CPO/CTA for commodity pooled vehicles. Apogem’s fee schedule includes asset-based fees, fixed fees and performance-linked compensation, reflecting the firm’s multi-strategy policy of running both managed accounts and pooled funds. Industry affiliations listed for the firm cover a wide set of roles — broker-dealer, investment adviser, trust and insurance company relationships, sponsor or GP of pooled vehicles and pension consulting or sponsor-type activities.

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Location & Offices