Apogem Capital LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 309234
- Registered since
- June 3, 2020
- Website
- apogemcapital.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles53.62%
- Corporations / Businesses27.28%
- Insurance Companies18.67%
- Charitable Organizations0.4%
- HNWI0.03%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Apogem Capital LLC is a privately organized limited liability company that operates as a multi-strategy alternative manager, combining private equity, hedge fund and securitized-asset activity. The firm registered with the SEC in 2020 and serves both individual/family and institutional clients. Its business model includes acting as a registered representative of a broker-dealer and operating as a commodity pool operator/commodity trading advisor, while its advisory services span portfolio management for individuals, pooled vehicles and institutions, plus the selection of third-party advisers. Fee arrangements include percent-of-AUM fees, fixed fees and performance-based fees. The firm identifies as an active ESG investor and participates in the sponsor/manager role for pooled investment vehicles, indicating both investment management and sponsor responsibilities across private funds it manages or supervises.
Assets & Accounts
Public Holdings
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
Asset composition
- Private Funds100%
Owners & executives
3 of 3
Naim Abou-jaoude
Chief Executive OfficerCRD 6408927

Francis Harte
Chief Financial OfficerCRD 1976402

Aleksandra Kurzydlowski
Chief of StaffCRD 7470571
Contacts
3 of 8
Zachary Mccarroll
Managing DirectorCRD 6374553

Thomas Hendry
Elected ManagerCRD 1605292

Kevin Power
Vice PresidentCRD 4949359
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, 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
- New York
- Address
- 299 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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