APOGEM CAPITAL LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $43.82B |
| Discretionary | $41.36B94% of AUM |
| Non-Discretionary | $2.46B |
| Client Accounts | 144 |
| Avg Account Size | $304.3M |
| Employees | 259 |
| Peak AUM | $43.82BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $43.8B | +7.8% | +2.8% | +11.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $43.82B |
| Discretionary | $41.36B |
| Employees | 259 |
| Client Accounts | 144 |
Contact & Location
Address
299 PARK AVENUE
NEW YORK NY 10171
Phone
(212) 601-3600
Filing History
35 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$41.4B
94.4% of AUM
Non-Discretionary
$2.5B
5.6% of AUM
Disc. mix ▼ 1.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Corporations
Insurance Cos.
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Feb 2026
•SRO proceeding/bar
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Registered Rep
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension ConsultantAccounting FirmLaw Firm