# APEXIUM FINANCIAL LP

APEXIUM FINANCIAL LP of DALLAS, TX is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 283726
- Type: SEC-registered investment adviser
- SEC file number: 801-107760
- Location: 1920 MCKINNEY AVE., SUITE 700, DALLAS, TX, 75201
- Phone: 212-225-9500
- Latest filing: 2025-10-22
- Regulatory AUM: $4.0B
- Discretionary AUM: $3.0B
- Non-discretionary AUM: $1.0B
- Clients: 15
- Accounts: 3,334

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| David Joseph Pilaitis | LIMITED PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Matthew Anthony Marcello | LIMITED PARTNER; SOLE OWNER | — |
| Cory Michael Chmelka | LIMITED PARTNER; SOLE OWNER | — |
| Robert Thomas Brown | TRUSTEE | — |
| BROWN KEVIN THOMAS | LIMITED PARTNER; TRUSTEE | — |
| PILAITIS DAVID JOSEPH | LIMITED PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| BRUCKMAN DAVID BENJAMIN | LIMITED PARTNER | — |
| CHMELKA CORY MICHAEL | LIMITED PARTNER | — |
| MARCELLO MATTHEW ANTHONY | LIMITED PARTNER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-09-28 | regulatory | ON SEPTEMBER 28, 2023, THE SEC PUBLISHED AN ORDER OF SETTLEMENT BETWEEN IT AND THE REGISTRANT RELATING TO THE COMMISSION'S FINDING THAT THE REGISTRANT FAILED TO MANAGE A CONFLICT OF INTEREST IN A MANNER CONSISTENT WITH ITS REPRESENTATIONS IN ITS FIRM BROCHURES FROM 2018 THROUGH 2020, ADOPT REASONABL… | Final | $150K |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| RYE | NY | 5 | 212-225-9500 |
| RYE | NY | 5 | 212-225-9500 |
| BALA CYNWYD | PA | 2 | 212-225-9500 |
| BALA CYNWYD | PA | 2 | 212-225-9500 |
| CHEVY CHASE | MD | 1 | 212-225-9500 |
| CHEVY CHASE | MD | 1 | 212-225-9500 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283726/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283726/similar
- Related entities: https://search.stillhousedata.com/firm/283726/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283726

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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.