RIA Intelligence

APEXIUM FINANCIAL LP

CRD #283726 SEC #801-107760 DALLAS, TX 212-225-9500
SEC Registered Disclosures
Total AUM
$4B
Discretionary
$3B
Employees
15
Clients
0
Accounts
3,334
This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type
Limited Partnership
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 22, 2025
Branch Offices
3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
APEXIUM HOLDINGS, LLCDEGENERAL PARTNERNA Control
APEXIUM HOLDINGS, LLCDEGENERAL PARTNERNA Control
APEXIUM HOLDINGS, LLCDEGENERAL PARTNERNA Control
APEXIUM HOLDINGS, LLCDEGENERAL PARTNERNA Control
APEXIUM HOLDINGS, LLCDEGENERAL PARTNERNA Control
APEXIUM HOLDINGS, LLCDEGENERAL PARTNERNA Control
APEXIUM HOLDINGS, LLCDEGENERAL PARTNERNA Control
APEXIUM HOLDINGS, LLCDEGENERAL PARTNERNA Control
APEXIUM HOLDINGS, LLCDEGENERAL PARTNERNA Control
APEXIUM HOLDINGS, LLCDEGENERAL PARTNERNA Control
APEXIUM HOLDINGS, LLCDEGENERAL PARTNERNA Control
APEXIUM HOLDINGS, LLCDEGENERAL PARTNERNA Control
APEXIUM HOLDINGS, LLCDEGENERAL PARTNERNA Control
APEXIUM HOLDINGS, LLCDEGENERAL PARTNERNA Control
APEXIUM HOLDINGS, LLCDEGENERAL PARTNERNA Control
APEXIUM HOLDINGS, LLCDEGENERAL PARTNERNA Control
APEXIUM HOLDINGS, LLCDEGENERAL PARTNERNA Control
APEXIUM HOLDINGS, LLCDEGENERAL PARTNERNA Control
APEXIUM HOLDINGS, LLCDEGENERAL PARTNERNA Control
APEXIUM HOLDINGS, LLCDEGENERAL PARTNERNA Control
PILAITIS, DAVID, JOSEPHILIMITED PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
PILAITIS, DAVID, JOSEPHILIMITED PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
PILAITIS, DAVID, JOSEPHILIMITED PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
PILAITIS, DAVID, JOSEPHILIMITED PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
PILAITIS, DAVID, JOSEPHILIMITED PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
PILAITIS, DAVID, JOSEPHILIMITED PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
PILAITIS, DAVID, JOSEPHILIMITED PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
PILAITIS, DAVID, JOSEPHILIMITED PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
PILAITIS, DAVID, JOSEPHILIMITED PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
PILAITIS, DAVID, JOSEPHILIMITED PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
PILAITIS, DAVID, JOSEPHILIMITED PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
PILAITIS, DAVID, JOSEPHILIMITED PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
PILAITIS, DAVID, JOSEPHILIMITED PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
PILAITIS, DAVID, JOSEPHILIMITED PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
PILAITIS, DAVID, JOSEPHILIMITED PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
PILAITIS, DAVID, JOSEPHILIMITED PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
PILAITIS, DAVID, JOSEPHILIMITED PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
CITRIN COOPERMAN FINANCIAL ADVISORS, LPDELIMITED PARTNERD Control
CITRIN COOPERMAN FINANCIAL ADVISORS, LPDELIMITED PARTNERD Control
CITRIN COOPERMAN FINANCIAL ADVISORS, LPDELIMITED PARTNERD Control
CITRIN COOPERMAN FINANCIAL ADVISORS, LPDELIMITED PARTNERD Control
CITRIN COOPERMAN FINANCIAL ADVISORS, LPDELIMITED PARTNERD Control
CITRIN COOPERMAN FINANCIAL ADVISORS, LPDELIMITED PARTNERD Control
CITRIN COOPERMAN FINANCIAL ADVISORS, LPDELIMITED PARTNERD Control
CITRIN COOPERMAN FINANCIAL ADVISORS, LPDELIMITED PARTNERD Control
CITRIN COOPERMAN FINANCIAL ADVISORS, LPDELIMITED PARTNERD Control
CITRIN COOPERMAN FINANCIAL ADVISORS, LPDELIMITED PARTNERD Control
BROWN, ROBERT, THOMASILIMITED PARTNERC Control
BROWN, ROBERT, THOMASILIMITED PARTNERC Control
BRUNSWICK TRUST U/A DTD 07/13/2015DELIMITED PARTNERC Control
BRUNSWICK TRUST U/A DTD 07/13/2015DELIMITED PARTNERC Control
BRUNSWICK TRUST U/A DTD 07/13/2015DELIMITED PARTNERC Control
BRUNSWICK TRUST U/A DTD 07/13/2015DELIMITED PARTNERC Control
BRUNSWICK TRUST U/A DTD 07/13/2015DELIMITED PARTNERC Control
BRUNSWICK TRUST U/A DTD 07/13/2015DELIMITED PARTNERC Control
BRUNSWICK TRUST U/A DTD 07/13/2015DELIMITED PARTNERC Control
BRUNSWICK TRUST U/A DTD 07/13/2015DELIMITED PARTNERC Control
CHMELKA, CORY, MICHAELILIMITED PARTNERC Control
CHMELKA, CORY, MICHAELILIMITED PARTNERC Control
CHMELKA, CORY, MICHAELILIMITED PARTNERC Control
CHMELKA, CORY, MICHAELILIMITED PARTNERC Control
CHMELKA, CORY, MICHAELILIMITED PARTNERC Control
CHMELKA, CORY, MICHAELILIMITED PARTNERC Control
CHMELKA, CORY, MICHAELILIMITED PARTNERC Control
CLIFFWOOD HOLDINGS LPDELIMITED PARTNERC Control
CLIFFWOOD HOLDINGS LPDELIMITED PARTNERC Control
CLIFFWOOD HOLDINGS LPDELIMITED PARTNERC Control
MARCELLO, MATTHEW, ANTHONYILIMITED PARTNERC Control
MARCELLO, MATTHEW, ANTHONYILIMITED PARTNERC Control
MARCELLO, MATTHEW, ANTHONYILIMITED PARTNERC Control
MARCELLO, MATTHEW, ANTHONYILIMITED PARTNERC Control
MARCELLO, MATTHEW, ANTHONYILIMITED PARTNERC Control
MARCELLO, MATTHEW, ANTHONYILIMITED PARTNERC Control
MARCELLO, MATTHEW, ANTHONYILIMITED PARTNERC Control
RIDGEHILL HOLDINGS LPDELIMITED PARTNERC Control
RIDGEHILL HOLDINGS LPDELIMITED PARTNERC Control
RIDGEHILL HOLDINGS LPDELIMITED PARTNERC Control
BROWN, ROBERT, THOMASILIMITED PARTNERB Control
BROWN, ROBERT, THOMASILIMITED PARTNERB Control
BROWN, ROBERT, THOMASILIMITED PARTNERB Control
BROWN, ROBERT, THOMASILIMITED PARTNERB Control
BROWN, ROBERT, THOMASILIMITED PARTNERB Control
BROWN, ROBERT, THOMASILIMITED PARTNERB Control
BROWN, ROBERT, THOMASILIMITED PARTNERB Control
BROWN, ROBERT, THOMASILIMITED PARTNERB Control
BROWN, ROBERT, THOMASILIMITED PARTNERB Control
BROWN, ROBERT, THOMASILIMITED PARTNERB Control
CHMELKA, CORY, MICHAELILIMITED PARTNERB Control
CHMELKA, CORY, MICHAELILIMITED PARTNERB Control
CHMELKA, CORY, MICHAELILIMITED PARTNERB Control
CHMELKA, CORY, MICHAELILIMITED PARTNERB Control
CHMELKA, CORY, MICHAELILIMITED PARTNERB Control
CHMELKA, CORY, MICHAELILIMITED PARTNERB Control
CHMELKA, CORY, MICHAELILIMITED PARTNERB Control
CHMELKA, CORY, MICHAELILIMITED PARTNERB Control
CHMELKA, CORY, MICHAELILIMITED PARTNERB Control
CHMELKA, CORY, MICHAELILIMITED PARTNERB Control
MARCELLO, MATTHEW, ANTHONYILIMITED PARTNERB Control
MARCELLO, MATTHEW, ANTHONYILIMITED PARTNERB Control
MARCELLO, MATTHEW, ANTHONYILIMITED PARTNERB Control
MARCELLO, MATTHEW, ANTHONYILIMITED PARTNERB Control
MARCELLO, MATTHEW, ANTHONYILIMITED PARTNERB Control
MARCELLO, MATTHEW, ANTHONYILIMITED PARTNERB Control
MARCELLO, MATTHEW, ANTHONYILIMITED PARTNERB Control
MARCELLO, MATTHEW, ANTHONYILIMITED PARTNERB Control
MARCELLO, MATTHEW, ANTHONYILIMITED PARTNERB Control
MARCELLO, MATTHEW, ANTHONYILIMITED PARTNERB Control
BRUCKMAN, DAVID, BENJAMINILIMITED PARTNERA
BRUCKMAN, DAVID, BENJAMINILIMITED PARTNERA
BRUCKMAN, DAVID, BENJAMINILIMITED PARTNERA
BRUCKMAN, DAVID, BENJAMINILIMITED PARTNERA
BRUCKMAN, DAVID, BENJAMINILIMITED PARTNERA
BRUCKMAN, DAVID, BENJAMINILIMITED PARTNERA
BRUCKMAN, DAVID, BENJAMINILIMITED PARTNERA
PILAITIS, DAVID, JOSEPHILIMITED PARTNER AND CHIEF COMPLIANCE OFFICERA Control
PILAITIS, DAVID, JOSEPHILIMITED PARTNER AND CHIEF COMPLIANCE OFFICERA Control
PILAITIS, DAVID, JOSEPHILIMITED PARTNER AND CHIEF COMPLIANCE OFFICERA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BROWN, ROBERT, THOMASIBRUNSWICK TRUST U/A DTD 07/13/2015F Control
BROWN, ROBERT, THOMASIBRUNSWICK TRUST U/A DTD 07/13/2015F Control
CITIRN COOPERMAN HOLDING COMPANY, LLCDECITRIN COOPERMAN FINANCIAL ADVISORS, LPF Control
CITIRN COOPERMAN HOLDING COMPANY, LLCDECITRIN COOPERMAN FINANCIAL ADVISORS, LPF Control
CITIRN COOPERMAN HOLDING COMPANY, LLCDECITRIN COOPERMAN FINANCIAL ADVISORS, LPF Control
CITIRN COOPERMAN HOLDING COMPANY, LLCDECITRIN COOPERMAN FINANCIAL ADVISORS, LPF Control
CITIRN COOPERMAN HOLDING COMPANY, LLCDECITRIN COOPERMAN FINANCIAL ADVISORS, LPF Control
CITIRN COOPERMAN HOLDING COMPANY, LLCDECITRIN COOPERMAN FINANCIAL ADVISORS, LPF Control
CITIRN COOPERMAN HOLDING COMPANY, LLCDECITRIN COOPERMAN FINANCIAL ADVISORS, LPF Control
CITIRN COOPERMAN HOLDING COMPANY, LLCDECITRIN COOPERMAN FINANCIAL ADVISORS, LPF Control
CITIRN COOPERMAN HOLDING COMPANY, LLCDECITRIN COOPERMAN FINANCIAL ADVISORS, LPF Control
CITIRN COOPERMAN HOLDING COMPANY, LLCDECITRIN COOPERMAN FINANCIAL ADVISORS, LPF Control
CITRIN COOPERMAN & COMPANY, LLPDECITIRN COOPERMAN FINANCIAL ADVISORS, LPE Control
CITRIN COOPERMAN & COMPANY, LLPDECITIRN COOPERMAN FINANCIAL ADVISORS, LPE Control
CITRIN COOPERMAN & COMPANY, LLPDECITIRN COOPERMAN FINANCIAL ADVISORS, LPE Control
CITRIN COOPERMAN & COMPANY, LLPDECITIRN COOPERMAN FINANCIAL ADVISORS, LPE Control
CITRIN COOPERMAN & COMPANY, LLPDECITIRN COOPERMAN FINANCIAL ADVISORS, LPE Control
CITRIN COOPERMAN & COMPANY, LLPDECITIRN COOPERMAN FINANCIAL ADVISORS, LPE Control
CITRIN COOPERMAN & COMPANY, LLPDECITIRN COOPERMAN FINANCIAL ADVISORS, LPE Control
CITRIN COOPERMAN & COMPANY, LLPDECITIRN COOPERMAN FINANCIAL ADVISORS, LPE Control
CITRIN COOPERMAN & COMPANY, LLPDECITIRN COOPERMAN FINANCIAL ADVISORS, LPE Control
CITRIN COOPERMAN & COMPANY, LLPDECITIRN COOPERMAN FINANCIAL ADVISORS, LPE Control
CITRIN COOPERMAN FINANCIAL ADVISORS, LPDEAPEXIUM HOLDINGS, LLCD Control
CITRIN COOPERMAN FINANCIAL ADVISORS, LPDEAPEXIUM HOLDINGS, LLCD Control
CITRIN COOPERMAN FINANCIAL ADVISORS, LPDEAPEXIUM HOLDINGS, LLCD Control
CITRIN COOPERMAN FINANCIAL ADVISORS, LPDEAPEXIUM HOLDINGS, LLCD Control
CITRIN COOPERMAN FINANCIAL ADVISORS, LPDEAPEXIUM HOLDINGS, LLCD Control
CITRIN COOPERMAN FINANCIAL ADVISORS, LPDEAPEXIUM HOLDINGS, LLCD Control
CITRIN COOPERMAN FINANCIAL ADVISORS, LPDEAPEXIUM HOLDINGS, LLCD Control
CITRIN COOPERMAN FINANCIAL ADVISORS, LPDEAPEXIUM HOLDINGS, LLCD Control
CITRIN COOPERMAN FINANCIAL ADVISORS, LPDEAPEXIUM HOLDINGS, LLCD Control
CITRIN COOPERMAN FINANCIAL ADVISORS, LPDEAPEXIUM HOLDINGS, LLCD Control
BROWN, ROBERT, THOMASIAPEXIUM HOLDINGS, LLCC Control
BROWN, ROBERT, THOMASIAPEXIUM HOLDINGS, LLCC Control
BRUNSWICK TRUST U/A DTD 07/13/2015DEAPEXIUM HOLDINGS, LLCC Control
BRUNSWICK TRUST U/A DTD 07/13/2015DEAPEXIUM HOLDINGS, LLCC Control
BRUNSWICK TRUST U/A DTD 07/13/2015DEAPEXIUM HOLDINGS, LLCC Control
BRUNSWICK TRUST U/A DTD 07/13/2015DEAPEXIUM HOLDINGS, LLCC Control
CHMELKA, CORY, MICHAELIAPEXIUM HOLDINGS, LLCC Control
CHMELKA, CORY, MICHAELIAPEXIUM HOLDINGS, LLCC Control
CHMELKA, CORY, MICHAELIAPEXIUM HOLDINGS, LLCC Control
CHMELKA, CORY, MICHAELIAPEXIUM HOLDINGS, LLCC Control
CHMELKA, CORY, MICHAELIAPEXIUM HOLDINGS, LLCC Control
CHMELKA, CORY, MICHAELIAPEXIUM HOLDINGS, LLCC Control
MARCELLO, MATTHEW, ANTHONYIAPEXIUM HOLDINGS, LLCC Control
MARCELLO, MATTHEW, ANTHONYIAPEXIUM HOLDINGS, LLCC Control
MARCELLO, MATTHEW, ANTHONYIAPEXIUM HOLDINGS, LLCC Control
MARCELLO, MATTHEW, ANTHONYIAPEXIUM HOLDINGS, LLCC Control
MARCELLO, MATTHEW, ANTHONYIAPEXIUM HOLDINGS, LLCC Control
MARCELLO, MATTHEW, ANTHONYIAPEXIUM HOLDINGS, LLCC Control

Registrations

Federal

IA
Oct 22, 2025 REGISTERED

Notice Filings (15)

CA CT DC FL LA MA MD NC NH NJ NY PA RI TX VA

Address

1920 MCKINNEY AVE.
SUITE 700
DALLAS, TX 75201
United States
Phone: 212-225-9500