APEX CAPITAL MANAGEMENT (NEW YORK) LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
SOUTHPORT, Connecticut
CRD number
150682
Fee structure
Other

Firm profile

FINTRX

Overview

Apex Capital Management (New York) LLC is a small, privately owned LLC that operates as an advisory firm with a concentrated, discretionary investing profile. The firm reports an individual owner structure and uses a fee arrangement classified as “Other,” which typically indicates customized fee schedules or nonstandard billing (for example performance-linked or fixed-fee mandates). Apex is not an active ESG investor, is not positioned as a multi-state adviser, and does not identify itself as a capital allocator, which suggests it primarily manages assets directly rather than running a broad third‑party manager allocation program. Investment activity appears focused and selective. The firm reports allocations to alternative strategies—notably private placements and commodities—rather than a broad suite of public market mandates. That emphasis, combined with the small asset base and single-account reporting, implies a boutique operating model that targets specific opportunities rather than a high-volume retail advisory practice.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • CHUNG LEW

    Managing PrincipalCRD 1108839

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

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Location

Primary office

SOUTHPORT, CT

FAIRFIELD

Location

SOUTHPORT, CT

Headquartered in SOUTHPORT, CT, 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
FAIRFIELD
Address
2960 Post Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth