A complete list of active advisors currently associated with Apperax Capital Management

Warmer can help you find a great advisor at Apperax Capital Management or one who fits your needs even better.

Apperax Capital Management provides discretionary investment management to managed-account clients, including high-net-worth individuals and clients that meet the regulatory definitions of qualified clients or qualified purchasers. Unlike many investment managers that principally serve pooled funds or institutional investors, ACM also accepts individual high-net-worth clients and may expand services to institutional or private-fund accounts in the future. The firm pursues a long-term, value-oriented strategy focused on undervalued publicly traded companies, relying on fundamental analysis of financial statements, management, competitive position and catalytic events. ACM applies proprietary research methodologies across macroeconomic, sector and capital-structure factors to construct concentrated portfolios and implements strategies on a discretionary basis. ACM is a small, single-principal firm managing approximately $3.5 million in discretionary client assets and accepts both asset-based and performance-based compensation, a combination that can create allocation conflicts. The firm describes trade-allocation procedures (such as alternating or simultaneous executions), prohibits crossing trades between clients, conducts weekly portfolio reviews, and emphasizes its own research rather than reliance on third-party research tools.

To learn more about the advisors currently working at Apperax Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.