$1.7M Total AUM
$1.7M Disc. AUM
-- 3Y CAGR
3 Employees
6 ADV. Clients
7 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-01-2018
- Office Locations
- 1
Office Locations
203 N Lasalle ST STE 2100 Chicago IL
About Apex Quantitative Group, LLC
Apex Quantitative Group is an investment management firm that leverages AI and proprietary data analysis to run equity managed accounts aimed at stable growth with reduced downside risk. Its Apex Essential AI platform powers the Apex AI Performance Portfolio, offered to qualified investors through the Integrated Advisors Network.
Team overview
-- AVG AGE
$566.7K AVG AUM / ADVISOR
$283.3K AVG AUM / CLIENT
5.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
Julian Mulla
--
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
H
Harrison Peter
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- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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