The APELLA CAPITAL, LLC is a privately held investment adviser that advises $15.92Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. APELLA CAPITAL, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 110.75% over the last 5-years.
The Group has been registered with the SEC for 24.03 years and is comprised of 2 filing and 0 relying advisers. They operate out of 33 office locations with their Headquarters at 65 MEMORIAL DRIVE SUITE C340, WEST HARTFORD, CONNECTICUT. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 231 employees comprised of 93 investment and 138 non-investment staff. The total number of Employees increased by 81.89% over the last 5-years.
Their $15.92Bn in assets advised are owned by 0 private funds, 9 public funds and BDCs and 796 other accounts. Assets of High Net Worth Individuals clients own $10.49Bn or 65.87% of Total Assets and Individuals own $2.46Bn or 15.48% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Multi Strat, representing 73.67%, 25.85% and 0.48% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees and management fees.
APELLA CAPITAL, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.