Apogee Global Advisors, Inc.
RIAState Registered
Total AUM
$28.1M
Discretionary
$28.1M
100% of AUM
Avg account
$14M
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 130334
- Website
- www.apogeeglobaladvisors.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Apogee Global Advisors, Inc. is structured as a corporation that operates with a hedge-fund orientation and serves institutional clients. Its advisory work centers on portfolio management for pooled investment vehicles rather than individual retail accounts. The firm charges management fees based on assets under management and can assess performance-based fees. Apogee is individually owned, does not present itself as a capital allocator, and is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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