Apex Investments Management, S.A.

Fee-Only (% of Portfolio)

Apex Investments Management, S.A. serves as the investment advisor to Apex Capital Core Fund I, LP, a private equity fund focused on middle-market investments in the consumer goods industry across Latin America (excluding Brazil) and the United States (with a preference for the Hispanic market). Apex Capital Panama has engaged Apex Investments Management US, LLC as a non-discretionary subadviser to identify potential investments. The firm does not provide investment advice directly to limited partners in the fund.

Assets Under Management$280M
Clients1
AdvisorsN/A
Avg. per Client$280M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Apex Investments Management, S.A. advises a private equity fund. Investors should carefully review the fund's governing documents for complete information about fees, compensation, and expenses.

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