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| Keyboard |
| Apexium Financial LP
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|---|---|
| CRD # | 283726 |
| SEC # | 801-107760 |
| CIK # | 0001765285 |
| AUM | 4,020.5 M (2025-10-22) |
| Employees | 15 (67% Investors, 13% Brokers) |
| Phone | 212-225-9500 |
| Address | 1920 Mckinney Ave Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Walt Disney Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 0.1 |
| (b) Individuals (high net worth individuals) | 691 | 2.9 |
| (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 | 52 | 0.7 |
| (h) Charitable organizations | 10 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4 | 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 | 1 | 0.0 |
| Total | 3,334 | 4.0 |
| By Discretionary | ||
| Discretionary | 3,273 | 3.0 |
| Non-Discretionary | 61 | 1.0 |
| Total | 3,334 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 3,334 | 4.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001765285] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 44 (1 non-US) |
| Serves | Institutional, Retail |
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