Apogem Capital LLC

RIASEC Registered

Total AUM

$43.8B

Discretionary

$41.4B

94% of AUM

Avg account

$304M

Accounts

144

Employees

259

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 309234
Registered since: June 3, 2020
Website: apogemcapital.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles53.62%
Corporations / Businesses27.28%
Insurance Companies18.67%
Charitable Organizations0.4%
HNWI0.03%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Apogem Capital LLC is a multi-strategy alternative manager organized as an LLC that combines private funds, hedge fund strategies and securitized-asset activity. The firm is SEC-registered (registration year 2020) and serves both high-net-worth individuals and institutional clients. Its business mix includes acting as a registered representative of a broker-dealer and operating as a CPO/CTA, while its advisory scope covers portfolio management for individuals, pooled vehicles and institutions plus selection of other advisers. Fee arrangements span percentage-of-AUM, fixed fees and performance-based fees. Apogem identifies as an active ESG investor. Apogem is classified across several fund types (hedge fund, private equity and securitized asset fund) and presents itself as a multifaceted fund manager rather than a single-strategy allocator. The firm also sponsors or manages pooled investment vehicles and has affiliations across trust, insurance and pension-related entities.