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| Apex Capital Management LLC
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| CRD # | 117059 |
| SEC # | 801-126097 |
| CIK # | 0001293585, 0000943518 |
| AUM | 225.2 M (2026-03-20) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 337-895-0800 |
| Address | 2901 Johnston St, Suite 401 Lafayette, LA 70503 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Icon PLC /Adr/ | 0.1 | ||
| Autoliv Inc | 0.1 | ||
| Burlington Stores Inc | 0.1 | ||
| Westinghouse Air Brake Technologies Corp | 0.1 | ||
| Old Dominion Freight Line Inc/VA | 0.1 | ||
| MercadoLibre Inc | 0.1 | ||
| CB Richard Ellis Group Inc | 0.1 | ||
| Align Technology Inc | 0.1 | ||
| Silgan Holdings Inc | 0.1 | ||
| Norwegian Cruise Line Holdings Ltd | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 46.1 |
| (b) Individuals (high net worth individuals) | 116 | 154.2 |
| (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 | 5 | 8.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 20 | 15.9 |
| (n) Other | 0 | 0.0 |
| Total | 611 | 225.2 |
| By Discretionary | ||
| Discretionary | 611 | 225.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 611 | 225.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 225.2 | |
| Total | 611 | 225.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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