Apex Capital Management Ltd.

Assets Under Management

N/A

Number of Clients

Not reported

Number of Advisors

1

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)

About This Firm

Apex Capital Management Ltd. offers investment supervisory services and specialized discretionary advisory services to separately managed accounts. They aim for positive returns with lower volatility than traditional markets, using a combination of investments in SMAs. ACM also provides investment advice and recommendations on the investment strategies of Third-Party Asset Managers.

Fee Structure

Financial Planning:Investment management only

Fees for separately managed accounts are paid quarterly in arrears based on the average daily value of assets under management, ranging from 0-2%. Apex Capital Management oversees client accounts with Third-Party Asset Managers, sharing management fees. These accounts typically charge a total between 1% and 2%, with Apex's co-management fee ranging from 0% to 90% of the total fee.

Areas of Practice
Investment Management
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Location

2725 W 21st Ave, Denver, CO, 80211

1 Advisors at this firm