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APOGEM CAPITAL LLC
NEW YORK, NY
(212) 601-3600
SEC #801-118844Total AUM
$43.8B
Employees
259Clients
144Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
299 PARK AVENUE
37TH FLOOR
NEW YORK
NY 10171
United States
37TH FLOOR
NEW YORK
NY 10171
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
(212) 601-3600
Other Offices
4
Financials
Total AUM
$43.8B
Accounts
144Discretionary
$41.4B
Accounts
127Non-Discretionary
$2.5B
Accounts
17
Clients
HNW Individual Clients
1AUM
$13.4M
Investment Company Clients
1AUM
$0
Pooled Vehicle Clients
137AUM
$23.5B
Charitable Organization Clients
1AUM
$174.9M
Insurance Company Clients
3AUM
$8.2B
Corporation or Business Clients
1AUM
$12B
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PROVIDE INVESTMENT SUPERVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Court Violation FindingOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
DEILNYOHTXVA
Affiliates
Affiliates
Reported 90 business affiliates.
Claimed Affiliates
Reported as an affiliate by 12 other businesses.