Apexium Financial Lp

Apexium Financial LP, established in January 2016, is an SEC-registered investment adviser offering independent, objective financial services to private clients and institutions. The firm manages over $3.3 billion in client assets as of December 31, 2024, with a focus on tailored investment management, financial planning, and trustee services. Apexium offers both discretionary and non-discretionary investment management services, with fees based on assets under management or advisement. Clients have the option to engage in financial planning and consulting services for a fixed or hourly fee. The firm may recommend Third-Party Investment Managers for clients, providing access to a range of investment opportunities. Apexium does not use a performance-based fee structure and acts in a fiduciary capacity. Clients have full control over their investments, with Apexium providing ongoing monitoring and review of account performance. The firm does not vote proxies on behalf of clients and does not have custody of client funds. Apexium has no financial impairments that would affect its ability to meet client commitments. For further details, clients can contact David Pilaitis at [email protected] or (267) 479-0145.