Apogee Global Advisors provides investment advisory services to private investment vehicles, including the Apogee Gold Fund, LLC. Apogee focuses on gold and precious-metal instruments, including listed securities, structured placements, physical bullion, and private placements. Apogee does not tailor investment advisory services to the individual needs of the Funds’ Members.
Assets Under Management$9.2M
Clients2
Advisors1
Avg. per Client$4.6M
Avg. per Advisor$9.2M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Apogee Global Advisors charges a management fee to the fund, calculated as 1.752% per year of the fair market value of each member's capital account. There is also an incentive allocation of 20% of the aggregate net increase at the end of each calendar quarter.
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