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)
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.
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.
2725 W 21st Ave, Denver, CO, 80211