APEX ADVISERS, LLC
CRD #149362 SEC #801-78007 ROCHESTER, NY 585-383-5540
SEC Registered
Total AUM
$71.2M
Discretionary
$68.1M
Employees
1
Clients
0
Accounts
146
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2021 | $78M | $77.4M | $637.7K | 1 | 0 |
| Jun 2020 | $71.2M | $68.1M | $3.1M | 1 | 9 |
| Feb 2020 | $71.2M | $68.1M | $3.1M | 1 | 9 |
| Feb 2019 | $58.1M | $58.1M | $0 | 1 | 4 |
| Feb 2018 | $59.2M | $59.2M | $0 | 1 | 4 |
| Mar 2017 | $52.5M | $47.9M | $4.7M | 1 | 26 |
| Feb 2016 | $45.9M | $45.4M | $446.8K | 1 | 26 |
| Nov 2015 | $39.7M | $39M | $693.1K | 1 | 26 |
| Mar 2015 | $39.7M | $39M | $693.1K | 1 | 26 |
| Mar 2014 | $35.4M | $34.8M | $562.8K | 1 | 26 |
| Feb 2014 | $35.4M | $34.8M | $562.8K | 1 | 26 |
| Apr 2013 | $29.7M | $28.9M | $743.9K | 1 | 26 |
DateFeb 2021
Total AUM$78M
Discretionary$77.4M
Non-Disc.$637.7K
Employees1
Clients0
DateJun 2020
Total AUM$71.2M
Discretionary$68.1M
Non-Disc.$3.1M
Employees1
Clients9
DateFeb 2020
Total AUM$71.2M
Discretionary$68.1M
Non-Disc.$3.1M
Employees1
Clients9
DateFeb 2019
Total AUM$58.1M
Discretionary$58.1M
Non-Disc.$0
Employees1
Clients4
DateFeb 2018
Total AUM$59.2M
Discretionary$59.2M
Non-Disc.$0
Employees1
Clients4
DateMar 2017
Total AUM$52.5M
Discretionary$47.9M
Non-Disc.$4.7M
Employees1
Clients26
DateFeb 2016
Total AUM$45.9M
Discretionary$45.4M
Non-Disc.$446.8K
Employees1
Clients26
DateNov 2015
Total AUM$39.7M
Discretionary$39M
Non-Disc.$693.1K
Employees1
Clients26
DateMar 2015
Total AUM$39.7M
Discretionary$39M
Non-Disc.$693.1K
Employees1
Clients26
DateMar 2014
Total AUM$35.4M
Discretionary$34.8M
Non-Disc.$562.8K
Employees1
Clients26
DateFeb 2014
Total AUM$35.4M
Discretionary$34.8M
Non-Disc.$562.8K
Employees1
Clients26
DateApr 2013
Total AUM$29.7M
Discretionary$28.9M
Non-Disc.$743.9K
Employees1
Clients26