Locations
Our globally connected network of offices supports your local and cross-jurisdictional requirements.
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 nearly 500 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.
Regional Teams
Tel: +1 212 521 5008
Georges has over 20 years’ of experience spanning law, capital markets, and fund administration. He currently oversees Apex’s business across the Americas and joined as part of the Apex acquisition of Deutsche Bank Alternative Fund Services (AFS) group. His Previous Experience include Goldman Sachs, JP Morgan and other financial services companies.
Tel: +971 2 672 6327
Elaine has over 17 years of experience in financial services. She spent 12 years in the Alternative Investment Services Sector and has joined Apex as part of the Deutsche Bank AFS acquisition. Elaine heads up the delivery of PE fund administration and product development for the Americas region.
Tel: +1 207 347 2012
Chris manages Apex’s Portland, Maine office and oversees daily mutual fund operations, including transfer agency, fund administration, fund accounting, tax and compliance. Chris has over 25 years’ mutual fund experience with Atlantic Fund Services, Citi, Forum Financial Group and Fund Plan Services.
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
Tel: +1 441 292 0067
Sharon Ward has over 20 years experience in the financial/corporate industry in Bermuda. Sharon has worked at many financial services companies inclduing; Bank of Butterfield, Hemisphere Management Limited, Atlantic Corporate Management Limited, Cox Hallett Wilkinson She currently serves as the Head of of Apex Corporate Services, Bermuda.
Tel: +1 441 292 2739
Graham qualified as an accountant with PwC in Guernsey and holds an Honours degree in Accounting and Finance from the University of Aberdeen, Scotland. He is a member of the Institute of Chartered Accountants in England and Wales, and is a chartered member of the Chartered Institute for Securities and Investment. He has also been designated a Certified Internal Auditor by the Institute of Internal Auditors. Graham has worked in the Fund industry since 2001 and sits on the Board of various offshore companies.
Canada, Toronto
Apex Fund Services (Canada) Ltd.
350 Bay Street, Suite 1200
Toronto, Ontario M5H 2S6
Canada
Tel: +1 416 361 5049
Team
Tel: +1 647 962 1375
As Head of our Canada office, Raja is focused on strategic planning and business development for the region. He has over 20 years’ experience within the financial services industry and has an ACA from the Institute of Chartered Accountants of India.
Cayman Islands, Grand Cayman
Apex Fund Services (Cayman) Ltd.
3rd Floor Zephyr House
122 Mary Street
George Town
PO Box MP10085 KY1-1001
Grand Cayman, Cayman Islands
Tel: +1 345 747 2739
Team
Tel: +1 345 747 2739
Rayal has a background in accounting and has acted as a director for various companies over the past 15 years. He has extensive experience of providing financial services to Cayman Islands based companies, hedge funds, private equity, real estate funds and other investment vehicles. He is approved by the Cayman Islands Monetary Authority and is a registered director.
United States, Atlanta
Team
United States, Boston
Team
United States, Charlotte
Apex Fund Services (Charlotte) LLC
15720 Brixham Hill Avenue
Suite 206
Charlotte
NC 28277
USA
Tel: +1 704 752 8996
Team
United States, Chicago
Team
Tel: +1 212 521 5008
Georges has over 20 years’ of experience spanning law, capital markets, and fund administration. He currently oversees Apex’s business across the Americas and joined as part of the Apex acquisition of Deutsche Bank Alternative Fund Services (AFS) group. His Previous Experience include Goldman Sachs, JP Morgan and other financial services companies.
United States, Costa Mesa
Team
United States, New Jersey
United States, New York
Team
Tel: +1 212 521 5008
Georges has over 20 years’ of experience spanning law, capital markets, and fund administration. He currently oversees Apex’s business across the Americas and joined as part of the Apex acquisition of Deutsche Bank Alternative Fund Services (AFS) group. His Previous Experience include Goldman Sachs, JP Morgan and other financial services companies.
Portland, Maine
Apex Fund Services
3 Canal Plaza
Portland, ME 04101
USA
Tel: +1 207-347-2000
Team
Tel: +1 207 347 2012
Chris manages Apex’s Portland, Maine office and oversees daily mutual fund operations, including transfer agency, fund administration, fund accounting, tax and compliance. Chris has over 25 years’ mutual fund experience with Atlantic Fund Services, Citi, Forum Financial Group and Fund Plan Services.
United States of America, San Francisco
Team
Tel: +1 650 212 2000
Alex has over 15 years’ experience in the funds industry, specialising in Private Equity and Real Estate sectors. He currently oversees Apex’s business across San Francisco and joined as part of the Apex acquisition of Equinoxe in 2017.
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
Tel: +1 212 521 5008
Georges has over 20 years’ of experience spanning law, capital markets, and fund administration. He currently oversees Apex’s business across the Americas and joined as part of the Apex acquisition of Deutsche Bank Alternative Fund Services (AFS) group. His Previous Experience include Goldman Sachs, JP Morgan and other financial services companies.