Be advised. This firm is no longer registered.

Apex Capital, LLC

Apex Capital, LLC (CRD# 134996) is a financial advisory firm headquartered in Orinda, CA. They manage $1,613,396,120 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
25 Orinda Way, Suite 300, Orinda, CA 94563
By the Numbers
  • Total Assets Under Management
    1,613
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $124,107,394
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Apex Capital, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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