Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apogem's fees generally include a management fee (up to 2.0% for Funds and up to 1.0% for Managed Accounts) and a performance allocation/fee (up to 20.0%). Management fees vary based on factors like capital commitments, invested capital, or asset value. Some large investors may receive more favorable economic terms. Investors also bear their proportional share of fund expenses. Apogem receives an asset-based investment consultant fee from the adviser to the Registered Fund based on sourced opportunities that are consummated by the Registered Fund.
Areas of Practice
Advisor Information
Office location
444 W. Lake Street, Suite 4700, Chicago, IL, 60606
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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