Apex Capital Holdings, LLC

Investment advisory often starts with a clear strategy. Apex Capital Holdings, LLC works with individuals and institutions on portfolio construction, risk assessment, and asset allocation. They also guide clients through alternative investments, including private equity and real assets. Tax-efficient structuring and succession planning services round out the offerings. Access to curated deal flow and direct co-investments is available to qualified partners.

The firm operates from the 39th floor of 17 State Street in Lower Manhattan, steps from the Financial District’s transit hubs. The address places clients within walking distance of major exchanges and landmark office towers. The building’s central location simplifies meetings and market access for out-of-town visitors.

Call 212-344-4440 to discuss specific requirements or upcoming opportunities. Directions and the map are available online at Google Maps.