Zachary Mccarroll is a registered investment advisor at Apogem Capital LLC, based in Austin, TX, with 12 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 144 clients with $44B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apogem Capital LLC charges management fees and, in some cases, performance-based allocations depending on the specific fund or account:
- Management fees — Up to 2.0% for funds and up to 1.0% for managed accounts, typically based on capital commitments, invested capital, or portfolio value.
- Performance allocations — Certain funds and managed accounts pay a performance allocation or carried interest of up to 20.0% of portfolio value above a certain threshold.
Location
500 West 2nd Street, Suite 1525, Austin, TX, 78701
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
Apogem Capital LLC
Nylife Distributors LLC
Nylife Distributors LLCBroker
Previous Registrations
Private Advisors LLC
State Registrations4 states
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.
Exams
More Advisors
- Alexander Hallum, CFPPer Stirling Capital Management, LLC
- Stephen Klein, CFADimensional Fund Advisors LP
- Ryan Donelson, CFP
- Paul Lueb, CFPMaslow Wealth Advisors
- Fenny Jie, CFABok Financial Private Wealth, INC.
- Nathan Serven, CFP, ChFCEversource Wealth Advisors, LLC