Apogem Capital LLC

Apogem Capital LLC (CRD# 309234) is a financial advisory firm headquartered in New York, NY. They manage $41,789,132,849 in 120 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    41,789
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $348,242,774
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, IL, NY, OH, TX, VA

Financial Advisors at Apogem Capital LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brendan Bostock
CRD#: 6212696
Riverfront Plaza West 901 East Byrd Street, Suite 1400, Richmond, VA 23219

Brendan Bostock (CRD# 6212696) is an Investment Advisor Representative working at Apogem Capital LLC in Richmond, VA and has over 10 years of experience in the finance industry.

2
Zachary C. McCarroll
CRD#: 6374553
299 Park Avenue, 37th Floor, New York, NY 10171

Zachary McCarroll (CRD# 6374553) is an Investment Advisor Representative working at Apogem Capital LLC in New York, NY and has over 9 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.