United States of America, Charlotte

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

Tel: +1 704 752 8996

Contact Us

Local Time:
(-5 GMT)
Fred Jacobs, Chief Revenue Officer, Apex Fund Services USA

Fred Jacobs

Chief Revenue Officer
Archibald Georges Head of Apex Americas

Georges Archibald

Head of Apex Americas
null

Brian Smith

Managing Director, Charlotte
Melanie Cohen

Melanie Cohen

Global Head of Private Equity Real Estate

Tel: +1 212-521-2011

null

Dennis Westley

Managing Director, North America

Tel: +1 646 517 1497

Jason Sheller

Jason Sheller

Head of Americas Private Equity Sales

Apex Charlotte is one of six 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.