APEX INVESTMENTS MANAGEMENT US, LLC

Thesis

Apex Investments Management US, LLC operates as a non-discretionary sub-adviser, identifying investment opportunities for Apex Capital Panama and its Apex Capital Core Fund I, LP. The firm's investment thesis centers on high-growth companies within the consumer goods sector, with a geographic focus on Latin America and the United States, specifically targeting the Hispanic market. Their strategy involves acquiring controlling stakes in scalable businesses. Apex Capital tailors its advisory services to the specific investment strategy of each fund. As of December 31, 2025, Apex Capital managed approximately $392.4 million in non-discretionary Regulatory Assets Under Management, with another source indicating $134.32 million in assets managed, primarily for pooled investment vehicles. The firm caters to accredited investors and qualified purchasers, with a minimum investment commitment of $5,000,000 for the Apex Capital Core Fund I, LP, though this can be waived. The firm is registered with the SEC and its sub-advisory structure is noted to reflect global tax planning considerations of Grupo Mariposa. Apex Investments Management, S.A. has a long history in consumer businesses, and Apex Capital Investments Corporation was founded in 2019.