# APOGEE GLOBAL ADVISORS, INC.

APOGEE GLOBAL ADVISORS, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 130334
- Type: SEC-registered investment adviser
- SEC file number: 801-62804
- Phone: 508-785-5047
- Latest filing: 2026-03-11
- Regulatory AUM: $28.1M
- Discretionary AUM: $28.1M
- Clients: 1
- Accounts: 2

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| CABOT WALTER MASON | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER PENDING; PRINCIPAL (+1 more) | — |
| LANDERS MAUREEN ANN | CHIEF COMPLIANCE OFFICER | — |
| IATRIDIS STAVROS | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130334/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130334/similar
- Related entities: https://search.stillhousedata.com/firm/130334/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130334

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.