Apogee Global Advisors, Inc.
- Regulatory AUM
- $28.1M
- Discretionary
- $28.1M
- Clients
- 2
- Avg AUM / client
- $14.0M
- Accounts
- 2
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $28.1M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Apr 2014 · $20.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Apogee Gold Fund, Llc master | Hedge Fund | Delaware | $13.8M | 35 |
| Apogee International Gold Fund, Ltd feeder | Hedge Fund | Cayman Islands | $6.4M | 4 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Walter Mason Cabot | Principal And Chief Compliance Officer | Aug 2002 (24y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $20.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Apogee Gold Fund, Llc | Hedge Fund | $13.8M | $500K | 35 |
| Apogee International Gold Fund, Ltd | Hedge Fund | $6.4M | $500K | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.47 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗