# Apogee Investment Management

Apogee Investment Management is a RIA based in Oswego, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Oswego, United States
- **Region:** North America
- **Address:** Pulaski, NY, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** aim4apogee.com

## Regulatory record

- **CRD number:** 173687
- **SEC file number:** 801-107567
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-29T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173687

## About

Apogee Investment Management was founded in 2015. It functions as a wealth manager and registered investment adviser headquartered in Pulaski, New York. The firm delivers advisory services focused on asset management and financial planning. It serves individuals, high-net-worth individuals, and other entities. No asset-class allocations, portfolio holdings, or geographic deployment details beyond the headquarters location are recorded. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months appear in source material. The firm follows a conventional registered adviser structure without evident hybrid vehicles or succession disclosures.

## Questions

### Who runs investment decisions at Apogee Investment Management?

No named principals or investment committee members are identified in available records.

### Does Apogee Investment Management participate in fund commitments or only direct deals?

The firm provides wealth management advisory services. Specific commitment structures are not disclosed.

### What investment stages does Apogee Investment Management typically target?

No stage preferences or asset-class details are recorded.

### How is Apogee Investment Management related to any parent or affiliated vehicle?

No parent entities or affiliated vehicles are identified.

## Related profiles

- [APO Financial Services](https://altss.com/profile/apo-financial-services)
- [ApolloCapital](https://altss.com/profile/apollocapital)

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Last updated: 2026-07-10T19:42:07.000Z

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