|
⚲
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| Apex Financial Advisors Inc
✚
| |
|---|---|
| CRD # | 155210 |
| SEC # | 801-71884 |
| CIK # | |
| AUM | $537.9 MM (2024-03-29) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 215-493-1900 |
| Address | 85 South Main Street Yardley, PA 19067 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Afacor LLC | 2024-03-29 | 23.0 | |
| RE | Afaloc LLC | 2023-03-20 | 38.1 | |
| RE | Afablu LLC | 2021-03-16 | 24.8 | |
| RE | Afasau LLC | 2021-03-16 | 20.1 | |
| RE | Afamar LLC | 2020-02-27 | 32.7 | |
| RE | AFAGV LLC | [2017-09-12] | 21.1 | 84.2 |
| RE | AFAKOP LLC | [2017-02-28] | 8.1 | 23.3 |
| RE | AFABJ LLC | [2016-11-08] | 3.7 | 50.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 92 | 194.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 260.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 16.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 581 | 470.9 |
| By Discretionary | ||
| Discretionary | 574 | 466.8 |
| Non-Discretionary | 7 | 4.0 |
| Total | 581 | 470.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 470.9 | |
| Total | 581 | 470.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Robert Connell | 9 | ||
| AFA RE Management LLC | 5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Towercrest Capital Management LLC
✚
|
PA | 0.6 |
|
Canvas Wealth Advisors LLC
✚
|
KS | 0.6 |
|
Westwind Capital
✚
|
NM | 0.6 |
|
Arista Wealth Management LLC
✚
|
NV | 0.6 |
|
Rovin Capital LLC
✚
|
AZ | 0.6 |
|
Trevian Wealth Management LLC
✚
|
MA | 0.5 |
|
FCA Corp
✚
|
TX | 0.5 |
|
Marshall & Sullivan Inc
✚
|
WA | 0.4 |
|
Acumen Wealth Advisors LLC
✚
|
TN | 0.4 |
|
Stony Point Wealth Management Inc
✚
|
VA | 0.4 |