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Building 2APEX CAPITAL MANAGEMENT, L.L.C.

Map pinLAFAYETTE, LA
Phone337-895-0800
NotebookSEC #801-126097
Total AUM
$225.2M
Employees
7
Clients
357

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2901 JOHNSTON ST., SUITE 401
LAFAYETTE
LA 70503
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
337-895-0800
Other Offices
2

ReceiptFinancials

Total AUM
$225.2M
Accounts
611
Discretionary
$225.2M
Accounts
611
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
216
AUM
$46.1M
HNW Individual Clients
116
AUM
$154.2M
Pension/Profit Sharing Plan Clients
5
AUM
$8.9M
Corporation or Business Clients
20
AUM
$15.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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