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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $4B | $3B | $1B | 15 | 44 |
| May 2025 | $3.4B | $2.5B | $902.5M | 15 | 44 |
| Apr 2025 | $3.4B | $2.5B | $902.5M | 15 | 44 |
| Mar 2025 | $3.4B | $2.5B | $902.5M | 15 | 44 |
| Apr 2024 | $2.6B | $1.9B | $747.5M | 14 | 43 |
| Mar 2024 | $2.6B | $1.9B | $747.5M | 14 | 43 |
| Oct 2023 | $2.5B | $1.8B | $697.7M | 14 | 38 |
| Mar 2023 | $2.2B | $1.6B | $586.9M | 13 | 38 |
| Nov 2022 | $2.4B | $1.7B | $691.1M | 13 | 0 |
| Mar 2022 | $2.4B | $1.7B | $691.1M | 13 | 0 |
| Mar 2021 | $1.9B | $1.3B | $643.1M | 14 | 10 |
| Jun 2020 | $1.6B | $1B | $545.1M | 15 | 0 |
| Mar 2020 | $1.6B | $1B | $545.1M | 15 | 0 |
| Feb 2019 | $1.2B | $757.9M | $406.6M | 13 | 0 |
| Mar 2018 | $544.1M | $544.1M | $18.9K | 11 | 0 |
| Jun 2017 | $439.7M | $439.7M | $18.8K | 9 | 300 |
| Mar 2017 | $547.2M | $439.7M | $107.4M | 9 | 300 |
| Aug 2016 | $142.2M | $142.2M | $0 | 8 | 26 |
DateOct 2025
Total AUM$4B
Discretionary$3B
Non-Disc.$1B
Employees15
Clients44
DateMay 2025
Total AUM$3.4B
Discretionary$2.5B
Non-Disc.$902.5M
Employees15
Clients44
DateApr 2025
Total AUM$3.4B
Discretionary$2.5B
Non-Disc.$902.5M
Employees15
Clients44
DateMar 2025
Total AUM$3.4B
Discretionary$2.5B
Non-Disc.$902.5M
Employees15
Clients44
DateApr 2024
Total AUM$2.6B
Discretionary$1.9B
Non-Disc.$747.5M
Employees14
Clients43
DateMar 2024
Total AUM$2.6B
Discretionary$1.9B
Non-Disc.$747.5M
Employees14
Clients43
DateOct 2023
Total AUM$2.5B
Discretionary$1.8B
Non-Disc.$697.7M
Employees14
Clients38
DateMar 2023
Total AUM$2.2B
Discretionary$1.6B
Non-Disc.$586.9M
Employees13
Clients38
DateNov 2022
Total AUM$2.4B
Discretionary$1.7B
Non-Disc.$691.1M
Employees13
Clients0
DateMar 2022
Total AUM$2.4B
Discretionary$1.7B
Non-Disc.$691.1M
Employees13
Clients0
DateMar 2021
Total AUM$1.9B
Discretionary$1.3B
Non-Disc.$643.1M
Employees14
Clients10
DateJun 2020
Total AUM$1.6B
Discretionary$1B
Non-Disc.$545.1M
Employees15
Clients0
DateMar 2020
Total AUM$1.6B
Discretionary$1B
Non-Disc.$545.1M
Employees15
Clients0
DateFeb 2019
Total AUM$1.2B
Discretionary$757.9M
Non-Disc.$406.6M
Employees13
Clients0
DateMar 2018
Total AUM$544.1M
Discretionary$544.1M
Non-Disc.$18.9K
Employees11
Clients0
DateJun 2017
Total AUM$439.7M
Discretionary$439.7M
Non-Disc.$18.8K
Employees9
Clients300
DateMar 2017
Total AUM$547.2M
Discretionary$439.7M
Non-Disc.$107.4M
Employees9
Clients300
DateAug 2016
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees8
Clients26