Apexus Capital LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Santa Monica, California
CRD number
281779
Registered since
September 30, 2016

Firm profile

FINTRX

Overview

Apexus Capital LLC is organized as a limited liability company and is SEC-registered as an investment adviser since 2016. FINTRX classifies the firm as "Unclassified" and notes the owner structure as a mix of a domestic entity and an individual. The dataset indicates the firm is not a capital allocator and does not identify itself as an active ESG investor. It is also not listed as a multistate adviser, pension consultant, or related adviser in the FINTRX snapshot. Public disclosures in the source are sparse: fields for client base, fee structure, business activities, and advisory activities are not populated in the dataset. That paucity of detail limits the ability to characterize the firm's client focus, service model, or investment approach beyond the basic regulatory and organizational attributes above.

Assets & Accounts

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

Owners & executives

1 of 1
  • Daniel Nagy

    Daniel Nagy

    President, CIOCRD 1146217

Contacts

1 of 1
  • Steven Thornton

    Steven Thornton

    PresidentCRD 4496384

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Santa Monica, CA

Los Angeles

Location

Santa Monica, CA

Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
321 19th St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth