Apsis Capital Management LLC

RIASEC Registered
Total AUM
$4M
Discretionary
$4M
100% of AUM
Avg account
$444K
Accounts
9
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
305265
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Apsis Capital Management LLC is a small, owner-operated advisory firm focused on discretionary portfolio management for individuals, families and small businesses. The firm leans heavily toward public equities as its primary allocation vehicle and employs a fee model that combines a percentage of assets under management with performance-based fees for at least some client relationships. Apsis is not a multi-state adviser and does not position itself as an ESG investor; its activity profile suggests a compact, equity-centric practice that supplements liquid-market exposure with selective private capital commitments. Given the client base of individuals and families, the firm appears set up to serve high-net-worth households and family clients with customized portfolio management. That client mix, together with performance-fee willingness, signals an appetite for tailored mandates where active stock selection or concentrated equity strategies can be paired with private placement or private equity commitments for clients who seek additional return or diversification beyond listed markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • Wisun Kim

    Founder and Portfolio ManagerCRD 6077740

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth