Apex Investments Management US, LLC

RIASEC RegisteredEst. 2022
Total AUM
$392M
Discretionary
$0
0% of AUM
Avg account
$392M
Accounts
1
Employees
6
Advisory reps
4

Firm details

Headquarters
Coconut Grove, Florida
CRD number
322874
Registered since
October 26, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Apex Investments Management US, LLC is organized as an LLC and operates as a private equity fund adviser. The firm is SEC-registered (2022) and serves institutional clients, providing portfolio management for pooled investment vehicles while also functioning in roles such as sponsor, general partner and managing member of those vehicles. Its ownership structure includes both a foreign entity and an individual. Apex charges a mix of asset-based fees and performance fees and is not positioned as a capital allocator to outside managers. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not list pension consulting among its services.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 4
  • Pedro Palma

    Pedro Palma

    Managing PartnerCRD 4886306

  • Jose Mata

    Managing DirectorCRD 7609229

  • Andres Chavez

    Andres Chavez

    Vice PresidentCRD 7652366

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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

Coconut Grove, FL

Miami Dade

Location

Coconut Grove, FL

Headquartered in Coconut Grove, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
2665 S Bayshore Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth