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

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(-4 GMT)
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Brian Smith

Managing Director - Charlotte
Melanie Cohen, Global Head of Private Equity Real Estate

Melanie Cohen

Global Head of Private Equity Real Estate

Tel: +1 212 521 5011

Fred Jacobs, Chief Revenue Officer

Fred Jacobs

Chief Revenue Officer
Georges Archibald, Head of Apex Americas

Georges Archibald

Head of Apex Americas

Apex Charlotte is one of ten 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.

Apex Group Ltd. and its subsidiaries (jointly and together referred to as the “Apex Group”) provide financial services to clients across multiple jurisdictions. This website represents the Apex Group’s collective global coverage and service offerings and the provision of services by specific entities within the Group may be limited by local regulatory and legal requirements. As such, not every entity or jurisdiction will be authorised to deliver certain services mentioned on the site. For clarification on the services provided locally please contact us on apexmarketing@apex.bm

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