Apex Investments Management US, LLC
● SEC registered since 2022CRD 322874SEC# 801-126559Coconut Grove, FL
Ranks #4,232 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$392.5M
Fund GAV
$392.5M
Private funds
1
Employees
6
Accounts
1
Location
Coconut Grove, FL
About Apex Investments Management US
Apex Capital is a private equity firm focused on the consumer industry in the Americas and is part of Grupo Mariposa. Value creation draws on in-house operational resources, regional access, and a disciplined process aimed at profitable growth.
Summary based on the firm’s website.
Apex Investments Management US, LLC assets under management
Apex Investments Management US, LLC operates as an SEC-registered investment adviser based in Coconut Grove, FL. The firm has been registered since 2022. It reports $392.5 million in regulatory assets under management and employs 6 people. Apex Investments Management US, LLC manages 1 private fund with combined gross assets of $392.5 million, including Apex Capital Core Fund I, LP. By regulatory assets, it ranks 4,232 of 5,974 private fund managers.
Apex Investments Management US, LLC private funds
1 funds · $392.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Apex Capital Core Fund I, LP | Private Equity | $392.5M | $5M |
Apex Investments Management US, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andres Chavez Control | Vice President | Under 5% | 2022 |
| Apex Investments Management, S.A. Control | Managing Member | Over 75% | 2022 |
| Cristobal Fernandez Abascal Control | Chief Compliance Officer | Under 5% | 2026 |
| Jose Guillermo Mata Control | Managing Director | Under 5% | 2022 |
| Pedro A Palma Control | Managing Partner | Under 5% | 2022 |
| Apex Capital Assets, S.A. Control | Shareholder | Over 75% | 2020 |
| Emsa Holdings Corp Control | Shareholder | Over 75% | 2020 |
| Grupo Empresarial Mariposa Corp. Control | Shareholder | Over 75% | 1994 |
| Windsor Business Ltd. Control | Shareholder | Over 75% | 1997 |
Frequently asked questions
How much does Apex Investments Management US, LLC manage?
Apex Investments Management US, LLC reports $392.5 million in regulatory assets under management on its Form ADV.
How many private funds does Apex Investments Management US, LLC manage?
Apex Investments Management US, LLC manages 1 private funds with combined gross assets of $392.5 million.
How many employees does Apex Investments Management US, LLC have?
Apex Investments Management US, LLC reports 6 employees.
Where is Apex Investments Management US, LLC located?
Apex Investments Management US, LLC is based in Coconut Grove, FL and has been SEC-registered since 2022.
Does Apex Investments Management US, LLC disclose fund performance?
Apex Investments Management US, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2665 South Bayshore Drive, Suite 810-B, Coconut Grove, FL 33133 |
| Phone | 305-222-7246 |
| Office hours | 9:00 a.m. - 5:00 p.m. Et |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$392.5M▲ 40%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,369 advisers
AUM vs fund managersTop 71%
Larger than 29% of 5,974 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 56%
More than 44% of 16,804 advisers
Assets under management
$392.5Mregulatory AUM
Discretionary $0Non-discretionary $392.5M