|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Apex Capital Management LLC
✚
|
|
|---|---|
| CRD # | 117059 |
| SEC # | 801-126097 |
| CIK # | 0001293585, 0000943518 |
| AUM | $216.6 M (2025-03-14) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Phone | 337-895-0800 |
| Address | 2901 Johnston St, Suite 401 Lafayette, LA 70503 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001293585 0000943518 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Foot Locker Inc | 0.1 | ||
| Icon PLC /Adr/ | 0.1 | ||
| Autoliv Inc | 0.1 | ||
| Burlington Stores Inc | 0.1 | ||
| Skechers USA Inc | 0.1 | ||
| Westinghouse Air Brake Technologies Corp | 0.1 | ||
| Old Dominion Freight Line Inc/VA | 0.1 | ||
| MercadoLibre Inc | 0.1 | ||
| CB Richard Ellis Group Inc | 0.1 | ||
| Align Technology Inc | 0.1 | ||
| Silgan Holdings Inc | 0.1 | ||
| Norwegian Cruise Line Holdings Ltd | 0.1 | ||
| Williams Sonoma Inc | 0.1 | ||
| Centene Corp | 0.1 | ||
| F5 Networks Inc | 0.1 | ||
| Willis Group Holdings PLC | 0.1 | ||
| Half Robert International Inc /DE/ | 0.1 | ||
| Manhattan Associates Inc | 0.1 | ||
| IAC Holdings Inc | 0.1 | ||
| Middleby Corp | 0.1 | ||
| Ciena Corp | 0.1 | ||
| Signet Jewelers Ltd | 0.1 | ||
| Diamondback Energy Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 35.6 |
| (b) Individuals (high net worth individuals) | 108 | 159.1 |
| (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 | 8.5 |
| (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 | 15 | 13.4 |
| (n) Other | 0 | 0.0 |
| Total | 538 | 216.6 |
| By Discretionary | ||
| Discretionary | 537 | 212.9 |
| Non-Discretionary | 1 | 3.7 |
| Total | 538 | 216.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 216.6 | |
| Total | 538 | 216.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Management Group of North America LLC
✚
|
CT | 0.2 |
|
TRU Independence Asset Management 2 LLC
✚
|
OR | 0.2 |
|
Horizon Wealth Advisors LLC
✚
|
0.2 | |
|
Revere Asset Management Inc
✚
|
TX | 0.2 |
|
Bazis Private Wealth LLC
✚
|
NE | 0.2 |
|
Greybull Partners LLC
✚
|
GA | 0.2 |
|
Byrne Asset Management LLC
✚
|
NJ | 0.2 |
|
Calderwood Financial Strategies Inc
✚
|
TX | 0.2 |
|
WD Rutherford LLC
✚
|
OR | 0.2 |
|
Oceanis Financial Advisors Inc
✚
|
FL | 0.2 |