← Back to searchVisit website
APOGEM CAPITAL LLC
CRD 309234 · SEC 801-118844
299 PARK AVENUE, 37TH FLOOR, NEW YORK, NY, 10171, United States
Phone
(212) 601-3600
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$43.82B
Discretionary AUM
$41.36B
Team
259 total employees; 127 advisory reps; 3 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPROVIDE INVESTMENT SUPERVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $13.4M |
| Investment companies | 1 | $0 |
| Pooled investment vehicles | 137 | $23.50B |
| Charitable organizations | 1 | $174.9M |
| Insurance companies | 3 | $8.18B |
| Corporations/business entities | 1 | $11.95B |
States served
DE, IL, NY, OH, VA, TX
All web addresses on file
- HTTPS://WWW.MCFLLC.COM/
- https://x.com/ApogemCapital
- HTTP://WWW.PACAPITAL.COM
- https://www.facebook.com/profile.php?id=100077335452804
- https://www.instagram.com/apogemcapital/
- https://www.apogemcapital.com
- https://www.linkedin.com/company/apogem-capital
- https://www.ridgelake.com/
- https://www.linkedin.com/company/ridgelake-partners/
- HTTP://WWW.GOLDPOINTPARTNERS.COM
Official SEC filing: View on IAPD