2901 Johnston St., Suite 401
Lafayette, Louisiana 70503
Tel: 337-895-0800
APEX CAPITAL MANAGEMENT, LLC, formally registered with the SEC as APEX CAPITAL MANAGEMENT, LLC. The firm was established in 07/15/2022. They have over 3 offices throughout the country.
APEX CAPITAL MANAGEMENT, L.L.C. is a Lafayette, Louisiana based Financial Planning firm with nearly $205,145,366 assets under management, offering retirement planning & investment advisory services to 476 clients. The firm is staffed with 12 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 117059 |
SEC# | 801-126097 |
Assets Managed by Firm | $205,145,366 |
No. of Clients | 476 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 476 | $205,145,366 |
Individuals (other than high net worth individuals) | 178 | $34,292,104 |
High net worth individuals | 95 | $144,794,545 |
Pension and profit sharing plans | 6 | $17,263,480 |
Charitable organizations | Fewer than 5 clients | $2,274,439 |
Corporations or other businesses | 8 | $6,520,798 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$18,432,430,824 | 62249 | 570 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 |
$2,952,693,844 | 5 | 31 | |
$2,535,697,292 | 7157 | 34 | |
$2,489,088,707 | 1855 | 12 |
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