Investment adviser · CRD 155210
APEX FINANCIAL ADVISORS, INC
Investment adviser filing (IA)
YARDLEY, PA, United States · Form ADV filed Mar 27, 2025
- Regulatory AUM
- $505M Form ADV · Item 5.F
- Client accounts
- 410 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 8 | $312,684,923 | 61.9% |
| High-net-worth individuals | 89 | $186,693,760 | 37.0% |
| Retirement plans | Fewer than 5 | $5,720,789 | 1.1% |
Filing source
Form ADV 1953938 · Mar 27, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
8 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
AFAGV LLCReal Estate Fund · Last reported Mar 27, 2025$81.7MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MARCUM LLP
PCAOB 688
Fund details & source
- Fund ID
- 805-7279809365
- Reported beneficial owners
- 41
- Minimum commitment
- $100K
- Form D file number
- 021-292405
Form ADV 1953938 · Mar 27, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AFABJ LLCReal Estate Fund · Last reported Mar 27, 2025$53.1MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MARCUM LLP
PCAOB 688
Fund details & source
- Fund ID
- 805-1829860500
- Reported beneficial owners
- 50
- Minimum commitment
- $100K
- Form D file number
- 021-270174
Form ADV 1953938 · Mar 27, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AFALOC LLCReal Estate Fund · Last reported Mar 27, 2025$39.9MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MARCUM LLP
PCAOB 688
Fund details & source
- Fund ID
- 805-7704252766
- Reported beneficial owners
- 36
- Minimum commitment
- $100K
- Form D file number
- 021-1930542
Form ADV 1953938 · Mar 27, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AFAMAR LLCReal Estate Fund · Last reported Mar 27, 2025$34.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MARCUM LLP
PCAOB 688
Fund details & source
- Fund ID
- 805-7018266136
- Reported beneficial owners
- 23
- Minimum commitment
- $100K
Form ADV 1953938 · Mar 27, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AFABLU LLCReal Estate Fund · Last reported Mar 27, 2025$32MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MARCUM LLP
PCAOB 688
Fund details & source
- Fund ID
- 805-5345544803
- Reported beneficial owners
- 19
- Minimum commitment
- $100K
- Form D file number
- 021-1809952
Form ADV 1953938 · Mar 27, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AFAKOP LLCReal Estate Fund · Last reported Mar 27, 2025$25.7MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MARCUM LLP
PCAOB 688
Fund details & source
- Fund ID
- 805-6006809569
- Reported beneficial owners
- 21
- Minimum commitment
- $100K
- Form D file number
- 021-279436
Form ADV 1953938 · Mar 27, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AFACOR LLCReal Estate Fund · Last reported Mar 27, 2025$23MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MARCUM LLP
PCAOB 688
Fund details & source
- Fund ID
- 805-1663389249
- Reported beneficial owners
- 14
- Minimum commitment
- $100K
Form ADV 1953938 · Mar 27, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
85 SOUTH MAIN STREETYARDLEY, PA, 19067, United States
CRD 155210
Filing source
Form ADV 1953938 · Mar 27, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.