Apexium Financial LP
CRD 283726SEC# 801-107760Dallas, TX
No longer SEC-registered. Apexium Financial LP appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$4.02B
Employees
15
Accounts
3,334
Location
Dallas, TX
Apexium Financial LP assets under management
Apexium Financial LP operates as an SEC-registered investment adviser based in Dallas, TX. It reports $4 billion in regulatory assets under management and employs 15 people.
Apexium Financial LP owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Apexium Holdings, LLC Control | General Partner | Under 5% | 2015 |
| Brunswick Trust U/A Dtd 07/13/2015 Control | Limited Partner | 25-50% | 2022 |
| Cliffwood Holdings LP Control | Limited Partner | 25-50% | 2025 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Apexium Financial LP manage?
Apexium Financial LP reports $4 billion in regulatory assets under management on its Form ADV.
How many employees does Apexium Financial LP have?
Apexium Financial LP reports 15 employees.
Where is Apexium Financial LP located?
Apexium Financial LP is based in Dallas, TX.
Does Apexium Financial LP disclose fund performance?
Apexium Financial LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1920 McKinney Ave., Suite 700, Dallas, TX 75201 |
| Office hours | 9-5 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$4.02B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$4.02Bregulatory AUM
Discretionary $3BNon-discretionary $1.02B