No longer SEC-registered. Apex Financial Advisors, Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #3,564 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$505.1M
Fund GAV
$310.8M
Private funds
8
Employees
10
Accounts
410
Location
Yardley, PA
Apex Financial Advisors, Inc assets under management
Apex Financial Advisors, Inc operates as an SEC-registered investment adviser based in Yardley, PA. It reports $505.1 million in regulatory assets under management and employs 10 people. Apex Financial Advisors, Inc manages 8 private funds with combined gross assets of $310.8 million, including Afagv LLC. By regulatory assets, it ranks 3,564 of 5,911 private fund managers.
Apex Financial Advisors, Inc is based in Yardley, PA.
Does Apex Financial Advisors, Inc disclose fund performance?
Apex Financial Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.