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⚲
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| Apex Capital Management LLC
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|
|
|---|---|
| CRD # | 117059 |
| SEC # | 801-126097 |
| CIK # | 0000943518, 0001293585 |
| AUM | $205.1 MM (2024-06-05) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Phone | 337-895-0800 |
| Address | 2901 Johnston St, Suite 401 Lafayette, LA 70503 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 34.3 |
| (b) Individuals (high net worth individuals) | 95 | 144.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 17.3 |
| (h) Charitable organizations | 0 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 6.5 |
| (n) Other | 0 | 0.0 |
| Total | 476 | 205.1 |
| By Discretionary | ||
| Discretionary | 473 | 191.1 |
| Non-Discretionary | 3 | 14.0 |
| Total | 476 | 205.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 205.1 | |
| Total | 476 | 205.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000943518] | |
| SC 13D | [0000943518] | |
| 13F-HR | [0001293585] | |
| SC 13G | [0001293585] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Apex Capital Management | Enanta Pharmaceuticals Inc | [2016-02-10] |
| Apex Capital LLC | MicroStrategy Inc | [2014-02-04] |
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