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| Apogem Capital LLC
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| CRD # | 309234 |
| SEC # | 801-118844 |
| CIK # | 0001845268 |
| AUM | $43.8 B (2026-05-14) |
| Employees | 259 (49% Investors, 20% Brokers) |
| Phone | 212-601-3600 |
| Address | 299 Park Avenue New York, NY 10171 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Apogem Direct Lending KB Fund 4 LLC | 2026-03-30 | 142.6 | |
| PE | Apogem Direct Lending KB Loan Portfolio LLC | 2026-03-30 | 50.0 | |
| PE | Apogem Direct Lending Levered Fund 2 LLC | 2026-03-30 | 46.4 | |
| PE | Apogem Direct Lending POBA Fund LLC | 2026-03-30 | 42.0 | |
| PE | Apogem Gannett Peak Opportunity Fund LP - Investment Series A-1 | [2026-03-30] | 300.0 | 0.0 |
| PE | Apogem Gannett Peak Opportunity Fund LP - Investment Series A-2 | [2026-03-30] | 300.0 | 32.1 |
| PE | Apogem Gannett Peak Opportunity Fund LP - Investment Series B-1 | [2026-03-30] | 300.0 | 0.0 |
| PE | Apogem Senior Direct Lending Fund LP | [2026-03-30] | 0.0 | 178.4 |
| PE | Apogem Senior Direct Lending Master Fund O SCSP | [2026-03-30] | 50.0 | 3.6 |
| SA | Apogem SRL 4 LLC | 2026-03-30 | 13.9 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 137 | 23.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 8.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 12.0 |
| (n) Other | 0 | 0.0 |
| Total | 144 | 43.8 |
| By Discretionary | ||
| Discretionary | 127 | 41.4 |
| Non-Discretionary | 17 | 2.5 |
| Total | 144 | 43.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.0 | |
| United States Persons | 38.9 | |
| Total | 144 | 43.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| James Shannon | 36 | 5 | ||
| Christopher Stringer | 48 | 4 | ||
| Louis Moelchert III | 47 | 4 | ||
| Louis Moelchert Jr | 46 | 4 | ||
| Gregory Ciaverelli | 37 | 4 | ||
| James Barker V | 26 | 4 | ||
| Thomas Haubenstricker | 26 | 4 | ||
| Timothy Berry | 22 | 4 | ||
| John Schumacher | 15 | 4 | ||
| Christopher Taylor | 77 | 3 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001845268] |
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|---|---|---|
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JP Morgan Alternative Asset Management Inc
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