The APEX INVESTMENT GROUP is a privately held investment adviser that advises $285.6mn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. APEX INVESTMENT GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 92.59% over the last 1-years.
The Group has been registered with the SEC for 1.67 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 145 MAIN ST, HUDSON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 3 investment and 3 non-investment staff. The total number of Employees increased by 200% over the last 1-years.
Their $285.6mn in assets advised are owned by 0 private funds, 9 public funds and BDCs and 7 other accounts. Assets of Individuals clients own $104.45mn or 36.57% of Total Assets and High Net Worth Individuals own $99.25mn or 34.75% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Multi Strat, representing 58.52%, 35.4% and 6.08% of total assets, respectively.
They advise 4 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 0 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 management fees.
APEX INVESTMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.