# Apexium Financial Family Office

Apexium Financial Family Office is a Multi Family Office based in Rye, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Rye, United States
- **Region:** North America
- **Address:** Rye, NY, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** apexiumfin.com
- **LinkedIn:** https://www.linkedin.com/company/apexium-financial/

## Regulatory record

- **Reports private funds:** No

## About

Apexium Financial Family Office began in 2015 when Citrin Cooperman formed its dedicated wealth unit from the 2007 merger of YMSR Advisors with the larger accounting practice. Andrew J. Saperstein and Lee S. Jundanian led the entity, which operated as a multi-family office serving high-net-worth clients with planning, investment management, and benefits services. The firm allocated across public equities, ETFs, and private opportunities. Confirmed positions included holdings in SPY, IVV, QQQ, AAPL, NVDA, and MSFT. Principals made personal angel investments in The Clear Cut seed round in 2019 and The Lieu pre-seed round in 2022. Geographic reach stayed within North America, centered on U.S. clients and counterparties. Apexium maintained offices tied to its Citrin Cooperman origins and participated in the Opal Group Family Office Winter Forum in March 2024. The firm employed a fiduciary model supported by custodians Fidelity and Charles Schwab plus Orion technology. In November 2025 United Capital Financial Advisors acquired the entire business and its $4 billion in assets. The acquisition integrated Apexium into a larger RIA platform while preserving its accounting-rooted client relationships. This hybrid origin distinguished it from pure investment offices by embedding tax and advisory infrastructure directly into the investment process.

## Sectors

- Wealth Management

## People

- Andrew J. Saperstein — Managing Partner and Co-Founder
- Lee S. Jundanian — CEO and Partner
- Mark Gerson — Partner

## Questions

### Who runs investment decisions at Apexium Financial Family Office?

Andrew J. Saperstein serves as Managing Partner and Co-Founder. Lee S. Jundanian acts as CEO and Partner. Mark Gerson participates as Partner.

### How is Apexium Financial Family Office related to Citrin Cooperman?

Apexium originated as the wealth management arm of Citrin Cooperman after the 2007 merger that created the combined entity. The accounting firm remained a strategic partner providing tax and advisory services.

### Does Apexium participate in fund commitments or only direct deals?

The firm held public equity ETFs and individual stocks. Principals also made personal angel investments in early-stage companies such as The Clear Cut and The Lieu.

### What happened to Apexium in 2025?

United Capital Financial Advisors acquired Apexium Financial LP in November 2025. The transaction added more than $4 billion in assets to the acquirer.

### Does Apexium maintain philanthropic structures?

The related Citrin Cooperman Cares foundation supports health, education, and community initiatives in New York and Connecticut.

### What investment stages does Apexium typically target?

Public market holdings formed the core. Select principals added exposure to seed and pre-seed private companies through personal capital.

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Last updated: 2026-08-10T15:54:10.904Z

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