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APEX INVESTMENTS MANAGEMENT, S.A.

GUATEMALA CITY, Guatemala · CRD 323044 · IAPD ↗ · apexcapitalpe.com · +502-22576557

$392.5MRegulatory AUM
7Advisory reps
8Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

36
April 2026 — APEX INVESTMENTS MANAGEMENT, S.A. reported RAUM up 40% ($279.5M -> $392.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
43
April 2025 — APEX INVESTMENTS MANAGEMENT, S.A. 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.