Apex Financial Advisors, Inc.
$0.5B Total AUM · Institutional LP profile covering 8 historical fund disclosure records ($310.8M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.
Historical Fund Disclosures — Apex Financial Advisors, Inc.
5 Open Source Trails (No Registration)Showing 5 open preview records out of 8 total tracked records (+3 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.
| Disclosed Fund / Vehicle | Strategy | Fund Vintage | Advised Vehicle GAV | Disclosed Performance | Primary Source Trail |
|---|---|---|---|---|---|
| Afagv LLCAdviser 7.B Vehicle | Real Estate | 2024 |
$81.7M Adviser-managed fund GAV · As of September 2024
|
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule | Inspect Source · SEC Form ADV 7.B |
| Afabj LLCAdviser 7.B Vehicle | Real Estate | 2024 |
$53.1M Adviser-managed fund GAV · As of September 2024
|
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule | Inspect Source · SEC Form ADV 7.B |
| Afaloc LLCAdviser 7.B Vehicle | Real Estate | 2024 |
$39.9M Adviser-managed fund GAV · As of September 2024
|
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule | Inspect Source · SEC Form ADV 7.B |
| Afamar LLCAdviser 7.B Vehicle | Real Estate | 2024 |
$34.4M Adviser-managed fund GAV · As of September 2024
|
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule | Inspect Source · SEC Form ADV 7.B |
| Afablu LLCAdviser 7.B Vehicle | Real Estate | 2024 |
$32.0M Adviser-managed fund GAV · As of September 2024
|
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule | Inspect Source · SEC Form ADV 7.B |
Forward-Looking Searches, Pacing Plans & Governance Updates — Apex Financial Advisors, Inc.
Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.
Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap
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Retained Private Markets Advisors & Emerging-Manager Search Conduits
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CIO, Private Markets Officers & Official Pitch Intake Guidance
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Request Pilot Access to Full Workspace Data for Apex Financial Advisors, Inc.
You are viewing 5 open public preview records (out of 8 total tracked records for Apex Financial Advisors, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:
- All 8 tracked historical disclosure records (+3 gated rows) & field-level provenance
- Disclosed fund performance & as-of reporting schedules
- Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
- Retained gatekeeper consultants (1), investment contacts (2) & CRM export
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Strategies Disclosed by Apex Financial Advisors, Inc.
Frequently Asked Questions: Apex Financial Advisors, Inc.
What type of institutional allocator is Apex Financial Advisors, Inc. and what is their typical disclosed ticket size?
Apex Financial Advisors, Inc. is categorized under Family Office / MFO (Regional Roadshow Hub: Yardley, PA; Headquarters: Yardley, PA). Across 8 historical disclosure records tracked on Prilago ($310.8M total parsed USD across disclosed rows), the median disclosed amount is $34.4M (range: $21.0M to $81.7M).
Which private-market strategies appear in Apex Financial Advisors, Inc.'s public disclosures?
Apex Financial Advisors, Inc. has disclosed records across Real Estate. Open preview records include Afagv LLC (2024 Vintage), Afabj LLC (2024 Vintage), Afaloc LLC (2024 Vintage), Afamar LLC (2024 Vintage).
How are Apex Financial Advisors, Inc.'s historical records substantiated and separated from active searches on Prilago?
Records for Apex Financial Advisors, Inc. cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.
How can General Partners request pilot access to Apex Financial Advisors, Inc.'s full commitment history and contacts?
General Partners can join the early-access waitlist on https://prilago.com/lp/apex-financial-advisors-inc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.