AC
APOGEM CAPITAL LLC
SEC RegisteredNEW YORK, NYhttps://mcfllc.com(212) 601-3600
Assets Under Management
$25B+
Employees
259
Office Locations
5 offices
Total Accounts
144
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPooled VehiclesPension/Profit SharingState/Municipal
Services
Private funds / alternatives
HedgePrivate Equity
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 1 | $13M |
| Pension/Profit Sharing Plans | 137 | $23.5B |
| State/Municipal Entities | 1 | — |
| Sovereign Wealth Funds | 3 | — |
3 total clients reported on Form ADV.
Leadership
New York Life Investment Management Holdings Llc
SOLE MEMBER/DIRECT & SOLE INTEREST HOLDER
Christopher Wells Taylor
HEAD OF NEW YORK LIFE INVESTMENTS ALTERNATIVES LLC, BOARD MEMBER, MEMBER OF THE EXECUTIVE COMMITTEE
Kevin Michael Bopp
CHIEF COMPLIANCE OFFICER
Francis Michael Harte
CHIEF FINANCIAL OFFICER, BOARD MEMBER
Louis William Moelchert
MEMBER OF THE EXECUTIVE COMMITTEE
Christopher Ryan Stringer
MEMBER OF THE EXECUTIVE COMMITTEE
Yie-Hsin (nmn) Hung
CHAIR OF THE BOARD OF MANAGERS
Jae Sung Yoon
BOARD MEMBER
Anthony Ramsey Malloy
BOARD MEMBER
New York Life Insurance Company
SOLE MEMBER
Jennifer Lynn Cotton
MEMBER OF THE EXECUTIVE COMMITTEE
Lorne Michael Smith
CHIEF LEGAL OFFICER
Thomas Alexander Hendry
BOARD MEMBER
Office locations
5 offices in 5 states
NY
NEW YORKHQ
OH
CLEVELAND
TX
AUSTIN
IL
CHICAGO
VA
RICHMOND
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
CRD number
#309234
SEC Number
801-118844
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
mcfllc.comPhone
(212) 601-3600Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. APOGEM CAPITAL LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.