RIA Intel›Advisers›Texas›APEXIUM FINANCIAL LP

APEXIUM FINANCIAL LP

Advisory

N·DALLAS, TX

Data as of Apr 25, 2024 · Source: SEC Form ADV

Total AUM

$4.0B

1-Year AUM Growth

+22.4%

3-Year CAGR

+10.7%

Employees

10

Assets Under Management

Total AUM$4.0B

Discretionary AUM$3.0B

Non-Discretionary AUM$1.0B

Discretionary %74.5%

Total Clients904

Team

Total Employees10

Investment Advisers15

Employee Growth (1Y)+11.1%

Filing History

Total Filings on Record16

First FilingApr 22, 2016

Latest FilingApr 25, 2024

🔒 Full AUM trend chart and 16 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on APEXIUM FINANCIAL LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.