730

locally based employees

17

offices across the Americas

Americas

We deliver a full service single-source solution to our clients across the Americas region; from the USA’s East coast to the West coast, from Canada to Brazil, from Bermuda and Cayman to Uruguay. Our clients across the Americas come to us to deliver scale to their stakeholders and support in implementing a robust infrastructure to bolster the productivity of their in-house teams. 

 

We have nearly 730 employees based locally across the region, while our globally connected service model extends our clients’ reach outside of the Americas and providers direct access to 4,000 local experts in all other jurisdictions to support cross-border and offshore investment opportunities and the increasing need for 24 hour service.

 

Our connected approach to technology enables the secure transfer of data across leading platforms; whether you define your firm as Private Equity, Infrastructure, Private Debt, Venture, Real Estate, Hedge Fund, Fund of Funds, Fund Platform, Family Office, Asset Owner, ’40 Act Manager, or a combination of these, we have the technology and the right team of local experts to support your business.

 

Apex Group Ltd. and its subsidiaries (jointly and together referred to as the “Apex Group”) provide financial services to clients across multiple jurisdictions. This website represents the Apex Group’s collective global coverage and service offerings and the provision of services by specific entities within the Group may be limited by local regulatory and legal requirements. As such, not every entity or jurisdiction will be authorised to deliver certain services mentioned on the site. For clarification on the services provided locally please contact us on apexmarketing@apex.bm
Georges Archibald

Georges Archibald

MD Americas – Chief Innovation Officer

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Elaine Chim

Elaine Chim

Global Head of Closed Products

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Chris Koons

Chris Koons

Head of Mutual Fund Services, Americas

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Local Offices

Bermuda, Hamilton

Apex Fund Services Ltd.
Vallis Building, 4th Floor
58 Par-la-Ville Road
Hamilton HM11
Bermuda

Tel: +1 441 292 2739

Team

Keith Mahon

Keith Mahon

Managing Director, Bermuda Office

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Canada, Toronto

Apex Fund Services (Canada) Ltd.
Suite 1130-333 Bay Street,
Toronto,
Canada, M5H 2S5

Tel: +1 416 361 5049

Team

Raja Krishnan

Raja Krishnan

Country Head - Canada  

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Cayman Islands, Grand Cayman

Apex Fund Services (Cayman) Ltd.
3rd Floor Citrus Grove
Goring Avenue
George Town
PO Box MP10085 KY1-1001
Grand Cayman, Cayman Islands

Tel: +1 345 743 6620

Sanne Group,
3rd Floor, Citrus Grove,
106 Goring Avenue,
PO Box 492,
George Town,
Grand Cayman,
KY1-1106, Cayman Islands

Tel: + 1 345 746 4680

Team

Rudy Dcunha

Rudy Dcunha

Managing Director, Cayman Islands

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United States, Atlanta

Apex Fund Services
1117 Perimeter Center West
Suite E301
Atlanta, GA 30338
USA

Tel: +1 678 392 4100

United States, Boston

Apex Fund Services
160 Federal Street
Suite 1302 Boston
MA 02110
USA

Tel: +1 201 397 1660

Team

Stacey Arrigo

Stacey Arrigo

Head of Business Development, Managing Director | Boston Office

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United States, Burlingame

Greenough Group
1350 Bayshore HWY, Suite 920,
Burlingame, California 94010.
USA

Tel: +1 650 548 6900

Team

Michael Carrillo

Michael Carrillo

Director, Business Development

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Marjorie Bailey

Marjorie Bailey

Corp. Practice Lead & CFO

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United States, Charlotte

Apex Fund Services (Charlotte) LLC
15720 Brixham Hill Avenue
Suite 206
Charlotte
NC 28277
USA

Tel: +1 704 752 8996

Team

Jonathan Schmitz

Jonathan Schmitz

Managing Director, Head of Charlotte Office

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United States, Chicago

Apex Fund Services (Chicago) LLC
1 N Franklin St
Chicago
Illinois 60606
USA

Tel: + 1 312 280 0330

Team

Georges Archibald

Georges Archibald

MD Americas – Chief Innovation Officer

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United States, Costa Mesa

535 Anton Blvd, Suite 830,
Costa Mesa,
CA 92626

Tel: +1 657-232-7015

Team

Gregory Bartz

Gregory Bartz

Head of Costa Mesa

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Michael Carrillo

Michael Carrillo

Director, Business Development

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United States, Dallas

Sanne Group,
8750 N. Central Expressway
Suite 1825
Dallas
Texas
75231

Tel: +214 393 2988

United States, Indiana

Apex Fund Solutions (Indiana), Inc.
420 NW 5th St.
Evansville IN 47708
USA

Tel: +1 212 802 7980

United States, Long Island

Apex Fund Solutions (Indiana), Inc.
4175 Veterans Memorial Highway
Suite 202
Ronkonkoma NY 11779
USA

Tel: +1 201 397-1660

United States, Miami

Apex Fund Solutions (Indiana), Inc.
801 Brickell Ave
8th Floor
Miami FL 33131
USA

Tel: +1 212 802-7980

United States, New Jersey

Apex Fund Services
95 N State Route 17
Suite 304 Paramus
NJ 07652
USA

Tel: +1 201 397-1660

Team

United States, New York

Apex Fund Services
150 East 52nd Street
Suite 4003
New York, NY 10022
USA

Tel: +1 646 517 1490

Sanne Group
1333 Broadway
Suite 510
New York NY, 10018
USA

Tel: +1 212 607 5900

Context365 by Apex
597 Fifth Ave,
Floor 6
New York NY, 10017
USA

Tel: +1 908 379 3900

Team

Georges Archibald

Georges Archibald

MD Americas – Chief Innovation Officer

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Krishna Prasad

Krishna Prasad

Country Head - USA

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United States, Portland, Maine

Apex Fund Services
3 Canal Plaza
Portland, ME 04101
USA

Tel: +1 207-347-2000

Team

Jessica Chase

Jessica Chase

Client Relationship & Trust Management

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Chris Koons

Chris Koons

Head of Mutual Fund Services, Americas

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United States, San Diego

Sanne Group
Sanne Suite 269
4660 La Jolla Village Drive
Suites 100 & 200
San Diego, California
92122, USA

Tel: +1 212 607 5900

United States, San Francisco

Apex Fund Services
1350 Bayshore HWY, Suite 920,
Burlingame, California 94010.
USA

Tel: +1 650 212 2000

Team

Alex Denaro

Alex Denaro

Head of San Francisco

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Michael Carrillo

Michael Carrillo

Director, Business Development

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Uruguay, Montevideo

Apex Fund Services (Uruguay) S.A.
WTC Free Zone
Dr. Luis Bonavita 1294, suite 1412
Montevideo CP11300
Uruguay

Tel: +598 2626 2423

Team

Georges Archibald

Georges Archibald

MD Americas – Chief Innovation Officer

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Agustin Mariatti

Agustin Mariatti

Country Head – Uruguay

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Get in touch with our team

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