Apex Capital Management (New York) LLC
Firm details
- Headquarters
- Southport, Connecticut
- CRD number
- 150682
- Website
- www.apex-capital.com
- Fee structure
- Other
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Chung Lew
Managing PrincipalCRD 1108839
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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