Profile
Apogem Capital is a private markets investor and strategic partner based in New York, known for its focus on the middle and lower middle markets. With a history spanning over 25 years, Apogem operates as a part of New York Life through New York Life Investment Management Holdings. The firm employs more than 250 professionals, including over 120 investment officers, and prides itself on its deep industry relationships and strategic insights across multiple market cycles.
Apogem Capital invests through a range of strategies, including private equity, direct lending, GP stakes, and private real assets. The firm targets emerging fund managers, independent sponsors, and direct investments primarily within North America. With approximately $44 billion in assets under management, Apogem addresses the needs of a diverse client base, including pension funds, family offices, and high net worth investors. Their investment approach spans sectors such as Financial Services, Industrial, Healthcare Services, and Technology, with typical check sizes ranging from $10 to $50 million.
Notable investments include positions in emerging management funds and direct company investments, leveraging its comprehensive platform to provide value and growth. The firm's reputation is built on its ability to navigate volatile market environments, maintaining rigorous underwriting discipline to consistently deliver attractive returns and strategic growth opportunities.
Industry
Apogem Capital Funds
| Name | Type |
|
|
|
Size | AUM | Launch date |
|---|---|---|---|---|---|---|---|
|
Apogem Secondary Fund VII
|
Private Equity (PE)
|
Financial Services
Fintech
Healthcare Services
Energy
CleanTech
HealthTech
|
Pre-seed
Seed
|
North America
|
$5-10 m
|
$776 M
|
February 2025
|
|
PA Secondary Fund VI
|
Private Equity (PE)
|
Healthcare Services
Energy
HealthTech
|
Series B
Late Stage (Series C+)
|
North America
|
$5-10 m
|
$614 M
|
June 2022
|
|
PA Small Company Private Equity Fund IX
|
Private Equity (PE)
|
Business Services (B2B)
Consumer Products
Consumer Services (B2C)
Healthcare Services
SaaS
Software
Technology
|
Series B
Late Stage (Series C+)
|
North America
|
$5-10 m
|
$673 M
|
March 2015
|
|
PA Secondary Fund V
|
Private Equity (PE)
|
Healthcare Services
Industrial
SaaS
Security
Software
Technology
|
Series B
Late Stage (Series C+)
|
North America
|
$5-10 m
|
$14 M
|
March 2016
|
|
Apogem Private Equity Fund XI
|
Private Equity (PE)
Venture Capital (VC)
Debt fund
|
Financial Services
Fintech
Healthcare Services
Energy
HealthTech
|
Series B
Late Stage (Series C+)
|
North America
|
$5-10 m
|
$75 M
|
May 2026
|
Contacts
Instant access on the web. Plans from $129/month — see pricing.