APEX Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Apex Capital Management LLC provides portfolio management and investment consulting to a small number of high-net-worth individuals, small businesses, and institutional clients, delivering continuous supervisory services. The firm manages portfolios of U.S. equities and exchange-traded funds with full trading discretion and instructs clients to custody assets with a third‑party custodian.
The firm runs a concentrated “Dow 10” strategy that typically holds about ten Dow Jones Industrial Average constituents selected by quantitative optimization, valuation, and momentum models, and the strategy is actively traded. Portfolios may employ leverage (clients may set allowable levels) and frequent trading can produce short‑term capital gains and higher risk relative to an unlevered, buy‑and‑hold approach.
In addition to AUM-based portfolio management, Apex combines active trading with consulting engagements that may be billed hourly or by project, an arrangement the brochure highlights and that is less common for firms in this category. The brochure also discloses the firm’s regular use of exchange‑traded funds and related internal fund fees, routine weekly model runs, and the manager’s discretion over holdings and trading within client‑specified leverage limits.
Client services
Expertise
Fee options
Project fees may be charged for consulting services (amount not specified)
$0 - $1,500,000: 0.80% per annum $1,500,000+: 0.60% per annum
Hourly fees may be charged for consulting services (amount not specified)
20% of excess earnings for the quarter
Account minimum: $1,000,000
Main office
Anderson SC
Advisors at this office
1
Most active in
South Carolina
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