APEX CAPITAL LLC Overview

Apex Capital Llc is a hedge fund that manages 1.6 BN dollars in regulatory AUM and has 22 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 12/31/15. The fund's latest filing disclosed 750MM in positions, representing 46% of the manager's regulatory AUM.

APEX CAPITAL LLC StockAlpha

-5.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

APEX CAPITAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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APEX CAPITAL LLC Founders and Key Employees

Name Title In Position Since
Sanford J. Colen Chief Executive Officer And Manager April-2015
Kara S. Dille Chief Operating Officer April-2011
Sanford J. Colen Trustee- The Colen Trust Under Agreement Dated June 20, 2001, As Amended June-2001
Susan C. Landau Trustee- Colen Family Trust June-2007
Cindy P. Yang Chief Financial Officer January-2012
Kara S. Dille Trustee - The Ajc Trust Dated May 28, 2004 May-2004
Kara S. Dille Trustee - The Elc Trust Dated May 28, 2004 May-2004
James D. Brody Managing Director Of Operations & Chief Compliance Officer October-2013
Gil N. Simon Chief Investment Officer April-2015

APEX CAPITAL LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
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Auditor Pro
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APEX CAPITAL LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Apex focuses primarily on equities, mostly U.S., taking long positions in publicly traded stocks that it believes are fundamentally undervalued. It may also invest in other instruments, including, among others, REITs, master limited partnerships, units, ETFs, swaps, options (including covered and uncovered puts and calls), other derivatives, rights, warrants, private securities, non-U.S. securities, bonds, notes, bills, participating and convertible debt instruments, and other types of instruments that present in its view a favorable risk/reward profile.

Generally, Apex offers three main investment strategies:

 Long-biased hedged for investors seeking an opportunistic long/short exposure;

 Non-directional hedged for investors seeking reduced net exposure (with the long-biased hedged strategy, “hedged strategies”); and

 Long-only for investors seeking dedicated...
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APEX CAPITAL LLC Portfolio Concentration

APEX CAPITAL LLC Location

25 ORINDA WAY
SUITE 300
ORINDA, California
UNITED STATES, 94563-4402

APEX CAPITAL LLC Contact Information

Phone Number: 925-253-1800
Fax Number: 925-253-1809
Website:

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