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Apexium Financial LP

CRD 283726SEC# 801-107760Dallas, TX
Export (members)
No longer SEC-registered. Apexium Financial LP appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$3.38B
Employees
15
Accounts
2,844
Location
Dallas, TX

Apexium Financial LP assets under management

Apexium Financial LP operates as an SEC-registered investment adviser based in Dallas, TX. It reports $3.4 billion in regulatory assets under management and employs 15 people.
View on SEC.gov ↗

Apexium Financial LP owners & executives

13 reported
NameTitleOwnershipSince
Apexium Holdings, LLC ControlGeneral PartnerUnder 5%2015
Brunswick Trust U/A Dtd 07/13/2015 ControlLimited Partner25-50%2022
Cliffwood Holdings LP ControlLimited Partner25-50%2025
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Frequently asked questions

How much does Apexium Financial LP manage?

Apexium Financial LP reports $3.4 billion in regulatory assets under management on its Form ADV.

How many employees does Apexium Financial LP have?

Apexium Financial LP reports 15 employees.

Where is Apexium Financial LP located?

Apexium Financial LP is based in Dallas, TX.

Does Apexium Financial LP disclose fund performance?

Apexium Financial LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1920 McKinney Ave., Suite 700, Dallas, TX 75201
Office hours5-Sep
Discloses disciplinary historyYes

Assets under management

Discretionary$2.48B
Non-discretionary$902.5M
Total (RAUM)$3.38B