Advisor at APEX Research and Investments, LLC
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Firm
APEX Research and Investments, LLC
Location
Austin, TX
Credentials
Series 63, Series 65
Industry experience
23 years
Mark Plummer is the sole advisor at APEX Research and Investments, LLC in Austin, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been affiliated with APEX PARTNERS, LLC since 2002. APEX Research and Investments manages a private investment fund focused on capital appreciation through concentrated core positions in mid-cap companies. The fund uses fundamental and technical analysis, employing strategies such as short selling, options, and margin for hedging and opportunistic purposes, serving accredited investors who meet specified financial thresholds.
Based on APEX Research and Investments, LLC
1.0% annually, charged monthly as 1/12 of 1.0% each month
Account minimum: $750,000 under management or $1.5 million net worth
Austin, TX
Texas
APEX PARTNERS, LLC
2002 - Present (24 years)
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