APOGEM CAPITAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
21
Active participants
766,253
Total plan assets
$192.9B
Filings (rows)
21
Direct comp
$38.2M
Indirect comp
$2.4M
SERVICES PROVIDED
Other21
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| PRIVATE ADVISORS SECONDARY FUND V L | 1 |
Top plans served
All 21 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN | SEATTLE, WA | Other NONE | 231,156 | $57.4B | $0 |
| WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN | SEATTLE, WA | Other NONE | 231,353 | $56.4B | $0 |
| WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN | SEATTLE, WA | Other NONE | 229,511 | $53.7B | $0 |
| NEW YORK LIFE INSURANCE COMPANY NEW YORK LIFE INSURANCE COMPANY PENSION PLAN | NEW YORK, NY | Other AFFILIATE | 9,376 | $4.1B | $5.6M |
| NEW YORK LIFE INSURANCE COMPANY NEW YORK LIFE INSURANCE COMPANY PENSION PLAN | NEW YORK, NY | Other AFFILIATE | 9,269 | $4.0B | $4.1M |
| NEW YORK LIFE INSURANCE COMPANY NYLIC RETIREMENT PLAN | NEW YORK, NY | Other AFFILIATE | 12,292 | $3.2B | $4.4M |
| NEW YORK LIFE INSURANCE COMPANY NYLIC RETIREMENT PLAN | NEW YORK, NY | Other AFFILIATE | 12,447 | $3.1B | $3.2M |
| NEW YORK LIFE INSURANCE COMPANY NYLIC RETIREMENT PLAN | NEW YORK, NY | Other AFFILIATE | 11,867 | $3.1B | $3.7M |
| BOT OF IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLAN IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLAN | DUBLIN, CA | Other NONE | 4,997 | $2.0B | $251K |
| JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324 OPERATING ENGINEERS' LOCAL 324 PENSION FUND | TROY, MI | Other NONE KNOWN | 8,819 | $1.9B | $686K |
| BOT OF IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLAN IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLAN | DUBLIN, CA | Other NONE | 5,166 | $1.8B | $487K |
| PRIVATE ADVISORS SMALL COMPANY PRIVATE EQUITY FUND VII, LP PRIVATE ADVISORS SMALL CO. PRIV. EQUITY FD VII, LP | NEW YORK, NY | Other FUND SPONSOR | — | $367.1M | $785K |
| PRIVATE ADVISORS SMALL COMPANY PRIVATE EQUITY FUND VII, LP PRIVATE ADVISORS SMALL CO. PRIV. EQUITY FD VII, LP | NEW YORK, NY | Other FUND SPONSOR | — | $346.0M | $2.7M |
| PRIVATE ADVISORS HEDGED EQUITY FUND (QP), LTD PRIVATE ADVISORS HEDGED EQUITY FUND (QP), LTD | RICHMOND, VA | Other FUND SPONSOR | — | $322.9M | $2.6M |
| PRIVATE ADVISORS SECONDARY FUND V, LP PRIVATE ADVISORS SECONDARY FUND V, LP | NEW YORK, NY | Other FUND SPONSOR | — | $310.1M | $2.5M |
| PRIVATE ADVISORS SMALL COMPANY PRIVATE EQUITY FUND VII, LP PRIVATE ADVISORS SMALL CO. PRIV. EQUITY FD VII, LP | NEW YORK, NY | Other NONE | — | $299.1M | $1.9M |
| PRIVATE ADVISORS SECONDARY FUND V, LP PRIVATE ADVISORS SECONDARY FUND V, LP | NEW YORK, NY | Other FUND SPONSOR | — | $283.6M | $2.9M |
| PRIVATE ADVISORS SECONDARY FUND V, LP PRIVATE ADVISORS SECONDARY FUND V, LP | NEW YORK, NY | Other FUND SPONSOR | — | $248.9M | $2.0M |
| PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V ERISA, LP PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V ERISA | NEW YORK, NY | Other FUND SPONSOR | — | $34.5M | $160K |
| PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V ERISA, LP PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V ERISA | NEW YORK, NY | Other FUND SPONSOR | — | $34.0M | $90K |
| PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V ERISA, LP PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V ERISA | NEW YORK, NY | Other NONE | — | $2.0M | $90K |