Apex Quantitative Group

Founded by veteran quantitative investors from firms including GMO, Guggenheim Partners, Mellon Capital, and Tudor Investment, Apex Quantitative Group LLC is a Registered Investment Adviser registered with the State of Illinois. Apex QuantumAlpha™ is long-only and offered exclusively through separately managed accounts, so clients retain direct ownership of every position.

Who We Serve

Apex QuantumAlpha is designed for tax-deferred and tax-exempt investors, including:

  • Pensions

  • Endowments and nonprofits

  • 401(k) plans and IRAs

Account Structure

  • Separately managed account: you own the account and every position in it.

  • Custodian: Charles Schwab. Assets are held in your name, with direct access to your holdings, transactions, and statements.

  • Fees: Management fee of up to 1.5% annually, negotiable, with no performance fee.

Getting Started

  1. Introductory call: we discuss your objectives and whether the strategy fits.

  2. Review materials: we provide our strategy presentation, performance information, and Form ADV Part 2A and 2B.

  3. Sign the Advisory Agreement.

  4. Open and fund your account: we help with account setup, then begin managing once the account is funded.

Find out if we might be a match for your goals.

Contact Us