Apex Quantitative Group, LLC

Apex Quantitative Group, LLC provides discretionary portfolio management to individuals, trusts, estates and business entities, managing model-based equity portfolios for a very small client base (four clients) with roughly $1.5–$1.7 million in assets under management. The firm generally requires $100,000 to open an account and does not participate in wrap-fee programs.

Apex’s investment process centers on a machine‑learning system that scores roughly the largest 1,000 U.S. stocks and builds risk‑controlled, large‑cap equity model portfolios designed to track the S&P 500 within an acceptable tracking‑error objective; models are rebuilt and client accounts are rebalanced on a monthly basis. Clients select model weights, may impose security restrictions, can access their own accounts to place trades, and may use client-directed hedging or leverage while Apex executes the chosen Models; the firm notes its approach does not seek tax optimization and typically results in short‑term holding periods.

Several features distinguish Apex from many peers: the firm discloses or advertises performance results in its materials, a practice that is uncommon among supported firms, and it permits client exposure to borrowing or margin (with margin interest and related custodian charges noted). Apex also operates with a very small advisory team and client roster and does not emphasize high‑net‑worth clients, giving it an atypical scale and client mix relative to other supported advisers.