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| Apogem Capital LLC
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| CRD # | 309234 |
| SEC # | 801-118844 |
| CIK # | 0001845268 |
| AUM | 43.82 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 | AUM |
|---|---|---|---|---|
| PE | Apogem Direct Lending KB Fund 4 LLC | 2026-03-30 | 142.6 M | |
| PE | Apogem Direct Lending KB Loan Portfolio LLC | 2026-03-30 | 50.0 M | |
| PE | Apogem Direct Lending Levered Fund 2 LLC | 2026-03-30 | 46.4 M | |
| PE | Apogem Direct Lending POBA Fund LLC | 2026-03-30 | 42.0 M | |
| PE | Apogem Gannett Peak Opportunity Fund LP - Investment Series A-1 | [2026-03-30] | 300.0 M | |
| Filed 2025-12-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Apogem Gannett Peak Opportunity Fund LP - Investment Series A-2 | [2026-03-30] | 300.0 M | 32.1 M |
| Filed 2025-12-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Apogem Gannett Peak Opportunity Fund LP - Investment Series B-1 | [2026-03-30] | 300.0 M | |
| Filed 2025-12-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Apogem Senior Direct Lending Fund LP | [2026-03-30] | 178.4 M | |
| Filed 2025-05-19 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Apogem Senior Direct Lending Master Fund O SCSP | [2026-03-30] | 50.0 M | 3.6 M |
| Filed 2025-11-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| SA | Apogem SRL 4 LLC | 2026-03-30 | 13.9 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | Promoter | 36 | 5 | |
| Christopher Stringer | Executive Officer, Promoter | 49 | 4 | |
| Louis Moelchert III | Promoter | 47 | 4 | |
| Louis Moelchert Jr | Promoter | 46 | 4 | |
| Gregory Ciaverelli | Executive Officer, Promoter | 37 | 4 | |
| James Barker V | Executive Officer | 26 | 4 | |
| Thomas Haubenstricker | Executive Officer | 26 | 4 | |
| Timothy Berry | Promoter | 22 | 4 | |
| John Schumacher | Executive Officer | 15 | 4 | |
| Christopher Taylor | Executive Officer | 77 | 3 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001845268] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 (23 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 549300S5HOLSGCLLYI65 |
| Related People Network |
|---|
| 71 people file Form D offerings alongside this firm's people, tied to 10 other firms through shared filers. |
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