A
CRD: 166185
Apperax Capital Management
Sharon, MA
6178719122
$3.5M Total AUM
$3.5M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-10-2013
- Office Locations
- 1
Office Locations
-- Sharon MA
About Apperax Capital Management
Apperax Capital Management is a Sharon-based RIA. The firm has been operating for 13 years. Managing $3.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$3.5M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
13.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Client Personas
North frontier
Services
Frontier bridge
Owner & Executives
MICHAEL CHIAHAO WAN
Chief Executive Officer
- CRD
- #6140782
- Ownership
- 75% or more
(379) 492-9077
summit.optima@wavecapital.com
in linkedin.com/in/unison-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,500,000
Equity - Exchange:
30.7% Cash:
69.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,497,364,509 | 30.7% |
| Cash | $5,637,373,304 | 69.3% |
| Total | $8,134,737,813 | 100.0% |