Apex Investments Management, S.A.

Overview

Apex Investments Management, S.A. is a corporate investment manager registered with the SEC in 2022 and organized to run pooled investment vehicles focused on private equity. The firm positions itself as an institutional manager and adviser to pooled funds, acting in capacities that include sponsor, general partner, and managing member of those vehicles. Its advisory mandate is portfolio management for pooled investment vehicles, and its compensation blends a percentage-of-AUM fee with performance-based fees. The firm is not described as an ESG-focused investor, nor as a pension consultant or multi-state retail adviser. The ownership is identified as a mix of a foreign entity and an individual, and the firm’s public filings classify it as operating in the private equity fund space rather than as a broad capital allocator.

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Investments & Alternatives

Location & Offices