Apex Capital Management, L.L.C.
● SEC registered since 2022CRD 117059SEC# 801-126097Lafayette, LA
Reg. AUM
$225.2M
Employees
7
Accounts
611
Location
Lafayette, LA
Apex Capital Management, L.L.C. assets under management
Apex Capital Management, L.L.C. is a registered investment adviser overseen by the SEC based in Lafayette, LA. The firm has been registered since 2022. It reports $225.2 million in regulatory assets under management and employs 7 people.
Apex Capital Management, L.L.C. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert James Morella Control | Managing Member & Chief Compliance Officer | Over 75% | 1999 |
| Stephen James Morella Control | Member - Minority Owner | 25-50% | 2025 |
Frequently asked questions
How much does Apex Capital Management, L.L.C. manage?
Apex Capital Management, L.L.C. reports $225.2 million in regulatory assets under management on its Form ADV.
How many employees does Apex Capital Management, L.L.C. have?
Apex Capital Management, L.L.C. reports 7 employees.
Where is Apex Capital Management, L.L.C. located?
Apex Capital Management, L.L.C. is based in Lafayette, LA and has been SEC-registered since 2022.
Does Apex Capital Management, L.L.C. disclose fund performance?
Apex Capital Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2901 Johnston St., Suite 401, Lafayette, LA 70503 |
| Phone | 337-895-0800 |
| Fax | 337-895-0808 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$225.2M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$225.2Mregulatory AUM
Discretionary $225.2M