1200+

locally based employees

26

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 more than 1,200 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

Chief Regional Officer

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Frederick Shaw

Frederick Shaw

Regional Head of North America

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Elaine Chim

Elaine Chim

Global Head of Product - Closed-Ended Funds

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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

Manu Sharma

Manu Sharma

Country Head - Bermuda

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Brazil, Sao Paulo

Rua Alves Guimarães, 1212
São Paulo - SP
Brazil

Team

Roberto Camargo Cortese

Roberto Camargo Cortese

Regional Managing Director – Head of LATAM

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Canada, Mississauga

Apex Fund Services Canada.
Suite 300 6725 Airport Road,
Mississauga,
Ontario,
Canada, L4V 1V2

Team

Raja Krishnan

Raja Krishnan

Country Head - Canada  

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Canada, Toronto

Apex Fund Services (Canada) Ltd.
Suite 1130-333 Bay Street,
Toronto,
Canada, M5H2R2

Tel: +1 416 361 5049

Team

Raja Krishnan

Raja Krishnan

Country Head - Canada  

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Canada, Winnipeg

Prometa Fund Services.
Suite 220 155 Carlton Street,
Winnipeg,
Canada, MB R3C 3J1

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 Building
106 Goring Avenue
George Town
PO Box 10085 KY1-1001
Grand Cayman, Cayman Islands

Tel: +1 345 746 4680

Team

Rudy Dcunha

Rudy Dcunha

Managing Director, Cayman Islands

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Anne Storie

Anne Storie

Country Head, Cayman Islands

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United States, Boston

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

Team

Seth D. Almansi

Seth D. Almansi

Head of CRM Apex North America

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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

Chief Regional 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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United States, Dallas

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

Tel: +214 393 2988

Team

Maria Von Horvath

Maria Von Horvath

Managing Director, Private Equity

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United States, Indiana

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

Tel: +1 212 802 7980

United States, Miami

801 Brickell Avenue, Suite 728
Miami, FL 33131

Team

Alex Contreras

Alex Contreras

SVP Business Development

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United States, New Jersey

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

Team

Jennifer Oberman

Jennifer Oberman

Local Managing Director

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United States, New York

Apex Fund Services
150 East 52nd Street
Suite 6000
New York, NY 10022
USA

Tel: +1 646 517 1490

Team

Georges Archibald

Georges Archibald

Chief Regional Officer

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United States, Portland, Maine

Apex Fund Services
3 Canal Plaza
Portland, ME 04101
USA

Tel: +1 207-347-2000

Team

Chris Koons

Chris Koons

Head of Mutual Fund Services, Americas

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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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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

Chief Regional 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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