Apogee Investment Management
Apogee Investment Management is an SEC-registered mass-market adviser with $120.6M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Apogee Investment Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173687, SEC 801-107567, data through 2026-03-29.
- AUM (assets under management / regulatory AUM)
- $120.6M (2026-03-29)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 123
- CRD
- 173687
- Ownership
- VANDENBERG, KEVIN, EUGENE
How much AUM does Apogee Investment Management have?
Apogee Investment Management reported $120.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-29).
Who owns Apogee Investment Management?
Disclosed owners and executives of Apogee Investment Management include VANDENBERG, KEVIN, EUGENE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.