AltMountain

Apex Clearing Corporation

Private fund custodian · 4 offices named in filings · 25 private funds on SEC Form ADV

Advisers' Form ADV filings name Apex Clearing Corporation as custodian to 24 and prime broker to 12 private funds, 25 funds in all. It ranks No. 222 of 665 custodians by number of private funds served.

Rankings

Funds served, by type

  • Hedge funds18
  • Venture capital funds7

Offices named in SEC filings

The office each fund's adviser names for Apex Clearing Corporation on Form ADV, with the number of funds naming it. A fund can name more than one office. Place names are as filed and can contain errors.

  • Chicago, Illinois1 fund
  • Jersey City, New Jersey1 fund
  • Dallas, Texas23 funds
  • Dallax, Texas1 fund

Where its clients are

State of the funds' U.S. advisers.

  • California17
  • Texas3
  • Georgia3
  • Illinois1

Where the funds are organized

  • United States23
  • Cayman Islands2

Private funds that name Apex Clearing Corporation (1 listed here)

24 more funds name Apex Clearing Corporation: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.

Names as filed

Apex Clearing Corporation; Apex Clearing Corp.

From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.