Apperax Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Apperax Capital Management provides discretionary investment management to managed-account clients, including high-net-worth individuals and clients that meet the regulatory definitions of qualified clients or qualified purchasers. Unlike many investment managers that principally serve pooled funds or institutional investors, ACM also accepts individual high-net-worth clients and may expand services to institutional or private-fund accounts in the future.
The firm pursues a long-term, value-oriented strategy focused on undervalued publicly traded companies, relying on fundamental analysis of financial statements, management, competitive position and catalytic events. ACM applies proprietary research methodologies across macroeconomic, sector and capital-structure factors to construct concentrated portfolios and implements strategies on a discretionary basis.
ACM is a small, single-principal firm managing approximately $3.5 million in discretionary client assets and accepts both asset-based and performance-based compensation, a combination that can create allocation conflicts. The firm describes trade-allocation procedures (such as alternating or simultaneous executions), prohibits crossing trades between clients, conducts weekly portfolio reviews, and emphasizes its own research rather than reliance on third-party research tools.
Client services
Expertise
Fee options
$0+: 2% annually (management fee) $0+: 20% of gains (performance-based fee)
20% of gains annually as performance-based fees
Fee-only: 2% of assets under management annually plus 20% of gains as performance-based fees
Main office
Sharon MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Apperax Capital Management · Apperax LLC
Disclosures
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Business activities & affiliations
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Lawyer
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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