United States of America, Charlotte

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

Tel: +1 704 752 8996

Email: sales@apexfunds.us

Local Time: (-5 GMT)
  • Dennis Westley MD North America, Apex Fund Services and Fund Administration

    Dennis Westley

    Managing Director, North America

    Tel: +1 646 517 1497
  • Brian Smith MD, Charlotte, USA, Apex Fund Services and Fund Administration

    Brian Smith

    Managing Director, Charlotte

  • Daniel Strachman, Head of Business Development,  Apex Fund Services and Fund Administration USA

    Daniel Strachman

    Head of US Business Development

  • Carsten Jerrild, Sales Director,  Apex Fund Services and Fund Administration USA

    Carsten Jerrild

    Sales Director - US

Apex Charlotte is one of five Apex offices in North America and one of the Group's full service centres.The teams work together with the other North American accounting teams on servicing clients across all asset classes, managing a large amount of Private Equity and Fixed Income funds with both domestic and global investing strategies.

Each client service relationship is tailored to the specific requirements of that manager. The Charlotte office provides a physical Apex presence in the South of the country ensuring we have coast to coast coverage and regional expertise to offer our clients.

Included in the full suite of administrative products delivered by Apex offices globally, all Apex US offices provide US tax preparation services and investment management company accounting to clients globally.