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Apex Investments Management, S.A.

● SEC registered since 2022CRD 323044SEC# 801-126942Guatemala City
Export (members)
Reg. AUM
$392.5M
Employees
8
Accounts
1
Location
Guatemala City

About Apex Investments Management, S.A.

Apex Investments Management, S.A. is associated with Apex Capital's consumer-focused private equity platform in the Americas under Grupo Mariposa. The firm highlights operational support, regional experience, and investments in growing consumer businesses.
Summary based on the firm’s website.

Apex Investments Management, S.A. assets under management

Apex Investments Management, S.A. is an SEC-registered investment adviser based in Guatemala City. The firm has been registered since 2022. It reports $392.5 million in regulatory assets under management and employs 8 people.

Apex Investments Management, S.A. owners & executives

12 reported
NameTitleOwnershipSince
Andres Chavez ControlVice PresidentUnder 5%2022
Apex Capital Assets, S.A. ControlShareholderOver 75%2022
Carlos Enrique Castillo ControlInvestment Committee MemberUnder 5%2026
Carlos Enrique Mata ControlInvestment Committee MemberUnder 5%2022
Cristobal Fernandez Abascal ControlChief Compliance OfficerUnder 5%2026
Guillermo Leon Gaviria ControlInvestment Committee MemberUnder 5%2022
Jose Guillermo Mata ControlManaging DirectorUnder 5%2022
Juan Pablo Mata ControlInvestment Committee MemberUnder 5%2022
Pedro A Palma ControlManaging PartnerUnder 5%2022
Emsa Holdings Corp ControlShareholderOver 75%2022
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Frequently asked questions

How much does Apex Investments Management, S.A. manage?

Apex Investments Management, S.A. reports $392.5 million in regulatory assets under management on its Form ADV.

How many employees does Apex Investments Management, S.A. have?

Apex Investments Management, S.A. reports 8 employees.

Where is Apex Investments Management, S.A. located?

Apex Investments Management, S.A. is based in Guatemala City and has been SEC-registered since 2022.

Does Apex Investments Management, S.A. disclose fund performance?

Apex Investments Management, S.A. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressBlvd. Los Proceres 24-69, Zona 10, Zona Pradera. Torre 4. Oficina 303, Guatemala City 01010
Phone+502-22576557
Office hours9:00 a.m. - 5:00 p.m. Et
SEC regionHQ
Discloses disciplinary historyNo

Regulatory AUM

$392.5M▲ 40%
Mar '25 — $279.5MApr '25 — $279.5MMay '25 — $279.5MJun '25 — $279.5MJul '25 — $279.5MAug '25 — $279.5MSep '25 — $279.5MOct '25 — $279.5MNov '25 — $279.5MDec '25 — $279.5MJan '26 — $279.5MFeb '26 — $279.5MMar '26 — $392.5MApr '26 — $392.5MMay '26 — $392.5MJun '26 — $392.5MJul '26 — $392.5MAug '26 — $392.5MSep '26 — $392.5M
Mar '25Form ADV, monthlySep '26

How this firm compares

Regulatory AUMTop 54%
Larger than 46% of 16,369 advisers
EmployeesTop 47%
More than 53% of 16,804 advisers

Assets under management

$392.5Mregulatory AUM
Discretionary $392.5M