Apex Investments Management US provides portfolio management for pooled vehicles. The firm advises 1 private fund.
Apex Investments Management US reports 1 pooled investment vehicle. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $392M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 1 | $392M | 100.0% | $392M |
| Total | 1 | $392M | 100% | $392M |
- Clients
- 1
- Regulatory AUM
- $392M
- AUM share
- 100.0%
- Avg. per client
- $392M
Total
- Clients
- 1
- Regulatory AUM
- $392M
- AUM share
- 100%
- Avg. per client
- $392M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
Apex Investments Management US is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Apex Investments Management, S.a. owns 75% or more of Apex Investments Management US and is in turn owned by Apex Capital Assets, S.a. (75% or more). The leadership team of Apex Investments Management US includes President Andres Chavez and Chief Compliance Officer Cristobal Fernandez Abascal. It has 6 employees, 3 of them in advisory roles.
Leadership
- Andres ChavezVice President
- Cristobal Fernandez AbascalChief Compliance Officer
- Jose MataManaging Director
- Pedro PalmaManaging Partner
Staff
- 6 employees
- 3 in advisory functions
- Owns 75% or more of Apex Investments Management US, LLC
Apex Investments Management, S.a.
Control person · since May 2022
- Owns 75% or more of Apex Investments Management, S.a.
Apex Capital Assets, S.a.
Control person · since October 2020
- Owns 75% or more of Apex Capital Assets, S.a.
Emsa Holdings Corp
Control person · since October 2020
- Owns 75% or more of Emsa Holdings Corp
Grupo Empresarial Mariposa Corp.
Control person · since December 1994
- Owns 75% or more of Grupo Empresarial Mariposa Corp.
Windsor Business LTD.
Control person · since February 1997
Apex Investments Management US’s regulatory assets grew 3.1× from $128M (March 2023) to $392M (September 2026); clients were 1 in both filings and employees rose from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $392M | 1 | 6 | 2 |
| May 2025 | $279M | 1 | 4 | 2 |
| March 2024 | $134M | 1 | 4 | 2 |
| March 2023 | $128M | 1 | 4 | 2 |
Besides its headquarters, Apex Investments Management US has 1 office, with 2 listed addresses in the U.S. and abroad.
Florida · 1 listed address
- 2665 South Bayshore Drive, Suite 810-B, Coconut GroveHQ
International offices
- BLVD. LOS PROCERES 24-69, GUATEMALA CITY, 01010, Guatemala
Contact and registration details
- Legal name
- Apex Investments Management US, LLC
- Headquarters
- 2665 South Bayshore Drive, Suite 810-B, Coconut Grove, FL 33133
- Website
- Not reported
- Phone
- 305-222-7246
- SEC file
- 801-126559
- Structure
- Delaware LLC
- Fiscal year end
- December
Apex Investments Management US has custody of $392M in client assets for 1 client.
How many clients does Apex Investments Management US have?
Apex Investments Management US has 1 client and manages $392 million for them, as of September 2026. They include 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 September 2026
What services does Apex Investments Management US offer?
Apex Investments Management US provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Apex Investments Management US have?
Apex Investments Management US has 0 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Apex Investments Management US?
Apex Investments Management US is owned through a chain of holding companies by Windsor Business LTD. Its direct owner is Apex Investments Management, S.a. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 September 2026
How does Apex Investments Management US get paid?
Apex Investments Management US is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Apex Investments Management US?
Apex Investments Management US’s main office is at 2665 South Bayshore Drive, Suite 810-B, Coconut Grove, FL 33133. Its phone number is 305-222-7246.