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APEX INVESTMENTS MANAGEMENT US, LLC

COCONUT GROVE, FL · CRD 322874 · IAPD ↗ · apexcapitalpe.com · 305-222-7246

$392.5MRegulatory AUM
3Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — APEX INVESTMENTS MANAGEMENT US, LLC reported RAUM up 40% ($279.5M -> $392.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — APEX INVESTMENTS MANAGEMENT US, LLC reported RAUM up 108% ($134.3M -> $279.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.