Zachary Mccarroll is a registered investment advisor at Apogem Capital LLC, based in New York, NY, with 11 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 127 clients with $41B in assets under management.
Compensation
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Fee Structure
Apogem Capital manages investments for private funds and separately managed accounts. Fees typically include a management fee (up to 2.0% for funds and up to 1.0% for managed accounts) and a performance allocation/fee (up to 20.0%). Some clients may not have a management fee or performance allocation/fee. Fees are generally not negotiable, but some large investors may receive more favorable terms. Fees are paid from the assets of the client.
Location
299 Park Avenue, 37th Floor, New York, NY, 10171
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Apogem Capital LLC
Nylife Distributors LLC
Nylife Distributors LLCBroker
Previous Registrations
Private Advisors LLC
State Registrations4 states
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