Apogem Capital LLC

RIASEC RegisteredEst. 2020
Total AUM
$43.8B
Discretionary
$41.4B
94% of AUM
Avg account
$304M
Accounts
144
Employees
259
Advisory reps
11

Firm details

Headquarters
New York, New York
CRD number
309234
Registered since
June 3, 2020
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 Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Apogem Capital LLC is a privately organized limited liability company that operates as a multi-strategy alternative manager, combining private equity, hedge fund and securitized-asset activity. The firm registered with the SEC in 2020 and serves both individual/family and institutional clients. Its business model includes acting as a registered representative of a broker-dealer and operating as a commodity pool operator/commodity trading advisor, while its advisory services span portfolio management for individuals, pooled vehicles and institutions, plus the selection of third-party advisers. Fee arrangements include percent-of-AUM fees, fixed fees and performance-based fees. The firm identifies as an active ESG investor and participates in the sponsor/manager role for pooled investment vehicles, indicating both investment management and sponsor responsibilities across private funds it manages or supervises.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 3
  • Naim Abou-jaoude

    Naim Abou-jaoude

    Chief Executive OfficerCRD 6408927

  • Francis Harte

    Francis Harte

    Chief Financial OfficerCRD 1976402

  • Aleksandra Kurzydlowski

    Aleksandra Kurzydlowski

    Chief of StaffCRD 7470571

Contacts

3 of 8
  • Zachary Mccarroll

    Zachary Mccarroll

    Managing DirectorCRD 6374553

  • Thomas Hendry

    Thomas Hendry

    Elected ManagerCRD 1605292

  • Kevin Power

    Kevin Power

    Vice PresidentCRD 4949359

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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
299 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth