Chung Lew is a registered investment advisor at Apex Capital Management (new York) LLC, based in Southport, CT, with 12 years of industry experience. Chung operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apex Capital Management charges a management fee based on the value of your portfolio, plus a percentage of the profits. The management fee is 2% of your portfolio's value per year, and the performance allocation is 20% of the net realized and unrealized appreciation in the value of the assets of a Private Fund for such fiscal year in excess of any net loss carry forward. This fee schedule is uniquely designed per individual or strategy, and is determined in negotiation with the investor.
Location
2960 Post Road, Southport, CT, 06890
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Apex Capital Management (new York) LLC
Previous Registrations
Apex Capital Management (new York) LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.