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APEX INVESTMENTS MANAGEMENT, S.A.

Advisory

N·GUATEMALA CITY

Data as of Apr 27, 2026 · Source: SEC Form ADV

Total AUM
$392M
1-Year AUM Growth
+5.1%
3-Year CAGR
—
Employees
7
Assets Under Management
Total AUM$392M
Discretionary AUM$392M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees7
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record6
First FilingOct 25, 2022
Latest FilingApr 27, 2026
🔒 Full AUM trend chart and 6 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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