Apex Financial Advisors Inc
- Assets, Funds, Holdings
| Apex Financial Advisors Inc
|
| CRD # | 155210 |
| SEC # | 801-71884 |
| CIK # | |
| AUM |
|
| Employees |
10 (20% Investors, 0% Brokers)
|
| Phone | 215-493-1900 |
| Address | 85 South Main Street
Yardley, PA 19067 |
| Source |
[IAPD]
[Website] [LinkedIn] [Facebook]
|
|
Total AUM ($M)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| RE |
Afacor LLC |
2024-03-29
|
|
23.0 M |
| RE |
Afaloc LLC |
2023-03-20
|
|
39.9 M |
| RE |
Afablu LLC |
2021-03-16
|
|
32.0 M |
| RE |
Afasau LLC |
2021-03-16
|
|
21.0 M |
| RE |
Afamar LLC |
2020-02-27
|
|
34.4 M |
| RE |
AFAGV LLC |
[2017-09-12]
|
21.1 M |
81.7 M |
|
Offered $29,000,000 · Filed 2017-08-09 (D) · Exemption 506(b) · Minimum $100,000 · Remaining $7,885,000 · Duration One year or less · Revenue Decline to Disclose
|
| RE |
AFAKOP LLC |
[2017-02-28]
|
8.1 M |
25.7 M |
|
Offered $8,200,000 · Filed 2017-01-27 (D) · Exemption 506(b) · Minimum $100,000 · Remaining $75,000 · Duration One year or less · Revenue Decline to Disclose
|
| RE |
AFABJ LLC |
[2016-11-08]
|
3.7 M |
53.1 M |
|
Offered $5,400,000 · Filed 2016-09-07 (D) · Exemption 506(b) · Minimum $100,000 · Remaining $1,700,000 · Duration One year or less · Revenue Decline to Disclose
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
0
|
0.0 |
| (b) Individuals (high net worth individuals) |
89
|
186.7 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
8
|
312.7 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
1 |
5.7 |
| (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 |
0 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
410 |
505.1 |
| By Discretionary |
| Discretionary |
409 |
499.4 |
| Non-Discretionary |
1 |
5.7 |
| Total |
410 |
505.1 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
505.1 |
| Total |
410 |
505.1 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}
{"uid": 215960832, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}
False
323111003