Apex Investment Group
Apex Investment Group is an SEC-registered mass-market adviser in Hudson, MA with $211.1M assets under management (AUM, regulatory AUM), +108% over one year. See who owns Apex Investment Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333593, SEC 801-131502, data through 2026-06-23.
- AUM (assets under management / regulatory AUM)
- $211.1M (2026-06-23)
- Firm type
- Mass-Market Adviser
- Location
- Hudson, MA
- Employees
- 6
- Clients
- 526
- CRD
- 333593
- Ownership
- BAKAYSA, JOSEPH, EMERICK; Griffin, Edmond, Corbett; SILVA, PEDRO, MIGUEL
How much AUM does Apex Investment Group have?
Apex Investment Group reported $211.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-23).
Who owns Apex Investment Group?
Disclosed owners and executives of Apex Investment Group include BAKAYSA, JOSEPH, EMERICK, Griffin, Edmond, Corbett, SILVA, PEDRO, MIGUEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.