Apogem Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $43.8B in regulatory assets under management, 259 employees, 4 offices, and 144 accounts.
Assets Under Management
$43.8B
Employees
259
Offices
4 offices
Total Clients
144
Primary office
NEW YORK, NY
299 PARK AVENUE, 37TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 95.1% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
95.1%
137
2
Insurance Cos.
2.1%
3
3
HNWI
0.7%
1
4
Investment Cos.
0.7%
1
5
Charitable
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$43.8Bas of March 30, 2026
Discretionary94.4%
$41.4B
94% of total RAUM94.4%
Non-discretionary5.6%
$2.5B
6% of total RAUM5.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$43.8B
Total Accounts144
10Y AUM Change+$20.8B (+90.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees259
Clients per Employee1:1
10Y Employee Change+33 (+14.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.