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| Keyboard |
| Apex Investment Group LLC
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|---|---|
| CRD # | 333593 |
| SEC # | 801-131502 |
| CIK # | 0002051797 |
| AUM | 211.1 M (2026-06-23) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 774-351-0805 |
| Address | 145 Main St Hudson, MA 01749 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 463 | 104.5 |
| (b) Individuals (high net worth individuals) | 56 | 99.2 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.2 |
| (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 | 7 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,201 | 211.1 |
| By Discretionary | ||
| Discretionary | 1,092 | 205.4 |
| Non-Discretionary | 109 | 5.7 |
| Total | 1,201 | 211.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.1 | |
| Total | 1,201 | 211.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| SC 13G | [0002051797] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Apex Management Ltd | Elite Express Holding Inc | [2025-11-10] |
| Apex Management Ltd | Hitek Global Inc | [2025-01-15] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 191 |
| Serves | Institutional, Retail |
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