Managing Director · Apex Investments Management US, LLC
Jose G. Mata
CRD 7609229 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Apex Investments Management US, LLC, an SEC-registered private fund adviser based in Coconut Grove, FL with $392 million in regulatory assets, lists Jose G. Mata on its Form ADV as Managing Director, a control person. The SEC filings also name Jose at 1 other registered adviser.
Firms and roles
- Apex Investments Management US, LLCManaging DirectorPrivate fund adviser · Coconut Grove, FL · $392M in regulatory assets
- Apex Investments Management, S.A.Managing DirectorPrivate fund adviser · Guatemala City, Guatemala · $392M in regulatory assets
AtlasMembers
Jose’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Pedro A PalmaManaging Partner, Apex Investments Management US, LLC
- Andres ChavezVice President, Apex Investments Management US, LLC
- Cristobal Fernandez AbascalChief Compliance Officer, Apex Investments Management US, LLC
- Carlos E. MataInvestment Committee Member, Apex Investments Management, S.A.
- Juan P. MataInvestment Committee Member, Apex Investments Management, S.A.
2 more people named with Jose on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jose’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.