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| Happy Holidays!! thanks for using AUM13F!! |
| Apexium Financial LP
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| CRD # | 283726 |
| SEC # | 801-107760 |
| CIK # | 0001765285 |
| AUM | $3.4 B (2025-05-29) |
| Employees | 15 (67% Investors, 13% Brokers) |
| Phone | 212-225-9500 |
| Address | 1920 Mckinney Ave Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001765285 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 50.2 | ||
| Nvidia Corp | 27.1 | ||
| Microsoft Corp | 25.1 | ||
| Walt Disney Co | 17.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 0.1 |
| (b) Individuals (high net worth individuals) | 533 | 2.4 |
| (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 | 49 | 0.5 |
| (h) Charitable organizations | 13 | 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 | 2,844 | 3.4 |
| By Discretionary | ||
| Discretionary | 2,777 | 2.5 |
| Non-Discretionary | 67 | 0.9 |
| Total | 2,844 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 2,844 | 3.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001765285] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Thoroughbred Financial Services LLC
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|
TN | 3.4 |
|
G W Henssler & Associates Ltd
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|
GA | 3.4 |
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Jefferies Investment Advisers LLC
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NY | 3.4 |
|
Performance Wealth Partners LLC
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|
IL | 3.4 |
|
NFJ Investment Group LLC
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|
TX | 3.4 |
|
Beaumont Financial Advisors LLC
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|
MA | 3.4 |
|
Transform Wealth LLC
✚
|
CO | 3.4 |
|
Tandem Investment Advisors Inc
✚
|
SC | 3.4 |
|
CX Institutional LLC
✚
|
IN | 3.3 |
|
Johnson Sterling Inc
✚
|
AL | 3.3 |