Apex Investment Group, LLC
● SEC registered since 2024CRD 333593SEC# 801-131502Hudson, MA
Reg. AUM
$211.1M
Employees
6
Accounts
1,201
Location
Hudson, MA
Apex Investment Group, LLC assets under management
Apex Investment Group, LLC is an investment advisory firm registered with the SEC based in Hudson, MA. The firm has been registered since 2024. It reports $211.1 million in regulatory assets under management and employs 6 people.
Apex Investment Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edmond Corbett Griffin Control | Partner | 25-50% | 2026 |
| Joseph Emerick Bakaysa Control | Member | 25-50% | 2024 |
| Pedro Miguel Silva Control | Member And Chief Compliance Officer | 25-50% | 2024 |
Frequently asked questions
How much does Apex Investment Group, LLC manage?
Apex Investment Group, LLC reports $211.1 million in regulatory assets under management on its Form ADV.
How many employees does Apex Investment Group, LLC have?
Apex Investment Group, LLC reports 6 employees.
Where is Apex Investment Group, LLC located?
Apex Investment Group, LLC is based in Hudson, MA and has been SEC-registered since 2024.
Does Apex Investment Group, LLC disclose fund performance?
Apex Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 145 Main St, Hudson, MA 01749 |
| Phone | 7743510805 |
| Fax | 7743510802 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$211.1M▲ 108%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$211.1Mregulatory AUM
Discretionary $205.4MNon-discretionary $5.7M