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Apex Investments Management, S.A.

● SEC registered since 2022CRD 323044SEC# 801-126942Guatemala City
Export (members)
Ranks #4,233 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$392.5M
Fund GAV
$392.5M
Private funds
1
Employees
8
Accounts
1
Location
Guatemala City

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. manages 1 private fund with combined gross assets of $392.5 million, including Apex Capital Core Fund I, LP. By regulatory assets, it ranks 4,233 of 6,004 private fund managers.

Apex Investments Management, S.A. private funds

1 funds · $392.5M GAV
FundTypeGross assetsMin.
Apex Capital Core Fund I, LPPrivate Equity$392.5M$5M

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
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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 private funds does Apex Investments Management, S.A. manage?

Apex Investments Management, S.A. manages 1 private funds with combined gross assets of $392.5 million.

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 — $392.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
AUM vs fund managersTop 70%
Larger than 30% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$392.5Mregulatory AUM
Discretionary $392.5M

Service providers

Auditor
Administrator