Apsis Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 305265
- Website
- apsiscap.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Apsis Capital Management LLC is a small, owner-operated advisory firm focused on discretionary portfolio management for individuals, families and small businesses. The firm leans heavily toward public equities as its primary allocation vehicle and employs a fee model that combines a percentage of assets under management with performance-based fees for at least some client relationships. Apsis is not a multi-state adviser and does not position itself as an ESG investor; its activity profile suggests a compact, equity-centric practice that supplements liquid-market exposure with selective private capital commitments. Given the client base of individuals and families, the firm appears set up to serve high-net-worth households and family clients with customized portfolio management. That client mix, together with performance-fee willingness, signals an appetite for tailored mandates where active stock selection or concentrated equity strategies can be paired with private placement or private equity commitments for clients who seek additional return or diversification beyond listed markets.
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
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1Wisun Kim
Founder and Portfolio ManagerCRD 6077740
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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