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.
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
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
APEX CAPITAL LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
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 |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
APEX CAPITAL LLC Portfolio Concentration
APEX CAPITAL LLC Location
25 ORINDA WAY
SUITE 300
ORINDA, California
UNITED STATES, 94563-4402
SUITE 300
ORINDA, California
UNITED STATES, 94563-4402
APEX CAPITAL LLC Contact Information
Phone Number: 925-253-1800
Fax Number: 925-253-1809
Website: https://www.apexcapitalfunds.com
Fax Number: 925-253-1809
Website: https://www.apexcapitalfunds.com
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