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| Happy Holidays!! thanks for using AUM13F!! |
| Apex Investment Group LLC
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| CRD # | 333593 |
| SEC # | 801-131502 |
| CIK # | 0002051797 |
| AUM | $101.6 M (2025-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 774-351-0805 |
| Address | 145 Main St Hudson, MA 01749 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 481 | 50.8 |
| (b) Individuals (high net worth individuals) | 21 | 38.7 |
| (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 | 3.6 |
| (h) Charitable organizations | 0 | 5.5 |
| (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 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 657 | 101.6 |
| By Discretionary | ||
| Discretionary | 657 | 101.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 657 | 101.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 101.6 | |
| Total | 657 | 101.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| SC 13G | [0002051797] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Apex Management Ltd | Hitek Global Inc | [2025-01-15] |
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