Apogem Capital

299 Park Avenue
New York, NY 10171

Website: apogemcapital.com

Firm Size

  • Assets Under Management (AUM):$15.8 Billion
  • Number of Funds:97
  • Employees:252
  • Firm Type:Private Equity
  • Focus Areas: Services


Description

Apogem Capital LLC is an investment management firm based in New York, NY. The company specializes in providing investment advisory and portfolio management services to individual and institutional clients. They aim to generate superior long-term investment returns by employing a disciplined and research-driven approach. Apogem Capital focuses on a diverse range of investment strategies, including equity, fixed-income, and alternative investments. They strive to identify opportunities across various asset classes and geographies to construct well-diversified portfolios that align with their clients' investment goals and risk tolerance. Additionally, the firm places a strong emphasis on risk management, employing thorough analysis and due diligence to minimize potential downside and protect client capital. Their team of experienced investment professionals utilizes both qualitative and quantitative methods to evaluate investment opportunities and continuously monitor the portfolios to ensure they remain in line with client objectives. Apogem Capital is committed to providing exceptional client service and building long-term relationships. They prioritize open communication and transparency, regularly updating clients on portfolio performance and market insights. By combining their expertise in investment management with a client-centric approach, Apogem Capital aims to help clients achieve their financial objectives and secure their financial future.

Latest News

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Apr 16, 2024: TorQuest Partners Announces Strategic Minority Investment by RidgeLake Partners


Jan 25, 2024: Apogem Capital appoints Josh Niedner as Chief Executive Officer and Chris Stringer as President
Apogem Capital LLC (Apogem), a leading alternatives investment firm, today announced the appointments of Josh Niedner as Chief Executive Officer and Chris Stringer as President, effective immediately.

Jan 17, 2024: RidgeLake Partners Holds Final Close on $1.1 Billion for its Inaugural GP Stakes Fund
Apogem Capital and OA Private Capital today announced the final closing of their RidgeLake Partners ("RidgeLake") debut middle market focused GP stakes fund with over $1.1 billion in total commitments. RidgeLake launched its GP stakes program to provide investors access to minority equity investments in middle market GPs with approximately $1 to $10 billion of AUM. The RidgeLake program consists of both the main fund and a related co-investment vehicle.

Jan 16, 2024: Keystone Agency Partners Upsizes Facility to $1.0 Billion in Strategic Funding Round
 Keystone Agency Partners (KAP), a rapidly growing insurance brokerage platform, announced today that it has amended and upsized its existing debt facility by securing an additional $330 million of financing. Apogem Capital led the financing which was significantly over-subscribed and jointly arranged by Crescent Capital, both existing lenders to KAP. Since May of 2021, the Company has raised nearly $1.0 billion to pursue its objectives of partnering with premier independent insurance agency platforms, delivering successful client solutions and accelerating growth through an integrated services and operations platform.

Nov 07, 2023: Gridiron Capital Announces Strategic Investment by RidgeLake Partners
Gridiron Capital ("Gridiron" or the "firm"), a middle market investment firm focused on partnering with founders, entrepreneurs, and management teams, with approximately $9.9 billion of assets under management, is pleased to announce that RidgeLake Partners ("RidgeLake") has made a passive, minority investment in the firm. RidgeLake, a strategic partnership between OA Private Capital and Apogem Capital, is a dedicated platform focused on acquiring non-control equity interests in middle market private equity firms.