Apis capital advisors, llc financial services firm, new. The firm has 5 employees and specializes in equity. The information included in this website has been obtained from sources acm believes to be reliable, however, we do not guarantee its accuracy. Waratah capital advisors fund and executive details. Overview apis capital advisors, llc is a hedge fund based in new york, ny. Apis capital advisors, llc privatelyowned investment advisory. Apis capital management is an innovative asset manager, registered as a cta with the cftc and is an nfa member firm, that specializes in unique strategies. Through careful market analysis and their trading experience, we are able to profit in rising, flat, and declining markets, generating consistent profits for our clients.
Please contact us to discuss other areas where we may be able to support your efforts. We help companies, fund managers, and overseas investors to spot high quality investment opportunities and facilitate the process across the value chain from. The firm last filed a form d notice of exempt offering of securities on 20200117. Apis capital advisors, llc is an sec registered investment adviser ria. Our investment decisions are made following thoughtful deliberation on input from a wide range of global economic and market research firms.
Design of service models and relationship with clients, users and citizens. Apis capital advisors, llcs top holdings are intelligent systems corp. About icapital advisors uniting ideas with capital and delivering results we are a nontraditional real estate consulting firm with specialized services across many disciplines. Apis capital management is an innovative asset manager specializing in unique strategies designed to build your wealth during all market conditions. Apis partners growth equity in growth markets financial. Below are some of the areas where clients have benefited from our extensive experience. Apis capital advisors llc lowered its position in cymabay therapeutics inc nasdaq. Daniel barker, cfa managing member apis capital advisors. You can view more information on waratah capital advisors including private fund info, contact info, top management and executives, website, email addresses.
Apis capital unveils aifocused fund altassets private. Alaska permanent capital management company we are a registered investment advisor and provide investment management services for institutions and individuals. The funds latest filing disclosed 64mm in positions, representing 28% of the managers regulatory aum. Meet the team the executive team at apis capital management has over 100 years of combined financial services industry, applied.
The finance and accounting program of the api, sponsored by the general committee on finance gcf, is composed of oil industry chief financial officers and focuses on issues related to accounting, internal audit, insurance and risk management. Capital group is a privately held company and is the home of american funds, a family of more than 40 mutual funds. Apis capital advisors is a privatelyowned financial investment advisory firm with a 15year investment track record. The firm seeks to acquire platform companies in attractive markets and supports management teams to accelerate growth through rollups, rollouts, and strategic acquisitions. View apical capital advisors profile on linkedin, the worlds largest professional community. Apis partners is a pe asset manager focused on financial institutions and related business services fs in growth markets. The wespac philosophy is to offer clients a flexible and adaptive approach to designing and implementing an investment strategy that meets their needs over time. The company specializes in market analysis and portfolio construction services. Dombrowski joins apis capital advisors as marketing chief. Apis capital management announces private equity fund. Financial advisors use their knowledge of investments, tax laws, and insurance to recommend financial options to individuals. Will dombrowski apis capital advisors, llc linkedin. Apis capital, lp private fund profile predictiveops. Apis capital advisors llc is an investment advisor that manages 226.
Apis capital advisors, llc form adv details as of 20190503. Information provided by apis financial is general in nature and does not take into consideration your personal or business financial situation. Apis capital advisors is a hedge fund based in greenwich, ct. We bring together operators and advisors in the financial services sector to create value in the companies we invest in, and build worldclass companies. Apis capital advisors, llc private fund manager profile. Apis offshore capital ltd top holdings whalewisdom. Statement of acquisition of beneficial ownership by a passive investor seq. See who you know at apis capital advisors, llc, leverage your professional network, and get hired. It is for educational purposes only and does not constitute formal financial advice. Our investment philosophy is based on bottomup portfolio management and inhouse research to achieve longterm investment results. Apis capital management has been fundraising for a new vehicle focused on investing in artificial intelligence, machine learning, and neural networks enterprises. West palm beach, flbased asset manager apis capital management has launched apis ventures, a private equity fund focused on the acquisition and development of companies in the artificial. The voucher will magically appear on their capitastar app. Advisors capital management llc is a national financial advisory firm headquartered in ridgewood, nj.
Apis capital advisors llc sells 50,000 shares of cymabay. With our connections and insight, and your experience we can make great things happen for customers looking for the right financial backing to. Apis capital management llc company profile and news. Since our founding in 1988, we have focused on the unique needs of private businesses by considering all and pursuing the right alternatives to meet our clients aftertax objectives.
Apis capital advisors llc company profile and news. Jim is responsible for aams capital markets groups, including trading and money managers. Apis capital advisors llc purchased a new stake in axt inc nasdaq. Daniel barker, cfa partner at apis capital advisors greater new york city area 377 connections.
Apis capital advisors, llc is an adviser to the fund. Daniel barker, cfa managing member apis capital advisors, llc. The firm is based in san francisco ca united states. Our founding partners daniel barker and eric almeraz have significant. Jan 09, 2017 based in new york, apis capital advisors is a fundamental, valueoriented global longshort equity manager, with an emphasis on small and mediumcapitalization securities.
Founded by dan barker and eric almeraz, the firm manages the apis capital and apis global deep value funds. Us based hedge fund apis capital management specializes in. Apis offshore capital ltd is based out of new york. State securities authority notice filings and state reporting by exempt reporing advisors. The managers has disclosed holdings from 033108 to 093019. Apiary capital llp is a limited liability partnership registered in england and wales, registered number oc417522. River capital advisors, inc oak park, il business information. Aums founders have a successful track record of over 20 years in investing, monitoring and exiting public and private equity investments and also in raising capital and providing strategic advice to businesses in india.
Apis capital advisors, llc sec registration sec report. Wellington capital advisors, llc private fund manager profile. In addition, he served as a director at suntrust bank before joining advisors asset management in 2002. Sep 19, 2016 average aum fee schedule remains stable despite robo competition. Beyond the challenges of slowing growth and rising overhead, perhaps one of the most notable trends highlighted in the fa insight benchmarking study is that despite all the robo buzz, the aum fees that financial advisors charge their clients arent falling. Nov 15, 2016 advisors capital management, llc acm is a provider of privately managed portfolios and financial planning services for industry professionals and direct clients. Apis capital management is an innovative asset manager, registered as a cta with the cftc and is an nfa member firm, that specializes in unique strategies designed to adapt to various markets. Investment firm website development for apis capital advisors. We are highly conscious of the developmental impact that the provision of growth capital can achieve in global financial service. Apis has become a natural partner for the dpo group on many.
Market recap january 24, 2020 investment insights january 24, 2020. Average aum fee schedule steady as advisor profits decline. Apis capital management llc operates as an asset management company. Apis capital advisors llc acquires shares of 70,000 axt. River capital advisors, inc was founded in 2001, and is located at 1100 lake st ste 210 in oak park. Apis capital advisors llc is a global longshort equity hedge fund manager and ria with two investment strategies focused on small and medium.
Appian capital advisory llp is the investment advisor to the appian natural resources fund lp, a private equity fund that invests solely in mining or mining related companies, assets and management teams across select geographies and commodities. Wellington capital advisors, llc is a state registered investment adviser and is not registered with the sec. Harbour capital advisors, llc financial services firm. Apis capital advisors, llc is a financial investment advisory firm headquartered in old greenwich, connecticut. Beta capital advisors is uniquely qualified to support individuals and institutions develop investment programs, explore new strategies, and introduce innovative products.
Contact apis financial for the smart solution to fund your business or personal goals, partner with apis financial. Apiary capital invests in the education, healthcare, business and technology services sectors. Private equity firm reverence capital partners has announced that affiliated investment funds have signed a definitive agreement to acquire advisor group, inc. Contact apis capital advisors, llc or view apis capital advisors, llcs ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history. Browse our library of investment funds and views the details so you can figure out which one is best suited for your company. Welcome to aps investment management group the investment climate has never been more exciting or more challenging than it is today. It is managed by a triedandtested team, who have worked together for over 20 years with extensive expertise in fs growth markets and garnered in the leading firms in both private equity and investment banking. Contact harbour capital advisors, llc or view harbour capital advisors, llcs ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history, and ask one of our 5 advisors a question. Apis achieves this through careful analysis leveraging machine learning algorithmic technology built on our trading experience. Amerra capital management, llc, amerra is an investment fund manager, focused on providing customized agriculturefocused and commoditybased finance solutions throughout the americas to producers, processors, distributors and traders. Apis capital advisors hedge fund company info description. Apis capital advisors, llc apis, is an sec registered, new yorkbased, fund management firm founded in 2004. Apis capital advisors, llc has disclosed 27 total holdings in their latest sec filings. Apis capital advisors, llc privatelyowned investment.
Dec 31, 2019 apis capital advisors is based out of new york. Ra capital advisors llc ra capital is a premier investment bank based in san diego, california. Apis capital management launches tokenised hedge fund with. Contact api capital or view api capitals ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history. Alma apis global long short equity fund alma capital. Harbour capital advisors market recap summarizes current investment news and market drivers. Contact us 907 2727575 900 west 5th ave, suite 601anchorage, ak 99501 enter here for investment management and financial planning for individuals enter here for investment management for. Apis capital management has launched the apis token which is designed to enable investors to profit from an actively managed investment strategy, which has returned over 70 per cent per year since inception, while benefiting from the liquid and tradeable nature of blockchainbased tokens. Apis capital advisors, llc is registered with the u. These issues are both external formulating industry responses to government, regulatory and legislative initiatives, and. Call 0 884 553 to connect with a trusted and experienced lending expert. Waratah capital advisors is a hedge fund company based in toronto, ontario, canada. Actual assets under management aum is this value plus cash which is not disclosed. Security and exchange commission and incorporated in the state of delaware.
To take advantage of all available opportunities, investors need two things. The firm ra capital advisors investment banking san diego. Advisors capital management llc in ridgewood, nj us news. Since its launch, the firm has navigated various economic and market cycles. Apis capital advisors, llc is a privatelyowned investment advisory firm, driven by performance and guided by deep experience across global equity markets. With offices in new york and minneapolis, the company operates on global markets investing into small and midcap securities. Apis capital management launches private equity fund. Apis capital advisors, llc top holdings whalewisdom. View form advs for this sec registered investment adviser and thousands more using. Headquartered in phoenix, arizona, advisor group, inc. View form advs for this sec registered investment adviser and thousands more using predictiveops. Apis financial is looking to partner with highly experienced brokers and lending experts for mutually beneficial business opportunities. Costas has over 30 years of trading experience, previously serving as vice president, trader for both ef hutton and prudential securities. Form adv compilation data as of 20190503 for apis capital advisors, llc.
Apis capital advisors, llc is driven by performance and guided by deep experience across global equity markets. Sep 02, 2016 michael hartig is a founding partner of capital markets advisors, bringing over 30 years of capital markets experience for a wide range of financial services institutions, including investment banks, private banks, mortgage companies, brokerdealers, asset managers, family offices, hedge funds, industry utilities and related service vendors. Investment advisory harbour capital advisors investment managers employ an active approach based on broad market research and remain nimble as markets change. Give out capitastar evouchers to the customers who deserve them the most. True capital advisors, llc orlando, fl business information.
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