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Brendan Bostock

Apogem Capital LLC

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About Brendan Bostock

Brendan Bostock is a financial advisor with Apogem Capital LLC. Brendan is licensed to provide investment advice in Virginia. Brendan is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Before Apogem Capital LLC, Brendan worked for Frontier Solutions, LLC. Brendan has a total of 10 years of experience in the securities industry.

Firm Information

Brendan Bostock is currently registered with Apogem Capital LLC. Apogem Capital LLC is an investment advisor registered with the SEC and based in New York, NY. The firm provides investment supervisory services, selects other advisors, and manages portfolios for individuals, businesses, and pooled investment vehicles. The firm has approximately $40.34 billion in assets under management, with clients including corporations, insurance companies, investment companies, and pooled investment vehicles.
Apogem Capital LLC

299 PARK AVENUE

NEW YORK, NY 10171

$40.34B

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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provide investment supervisory services

Provide investment supervisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Brendan Bostock’s Registration & Firm History

VA

06/19/2020 - Present

Apogem Capital LLC (Richmond VA)

VA

11/21/2016 - 03/26/2019

FRONTIER SOLUTIONS, LLC (Richmond VA)

NY

12/18/2014 - 10/11/2016

ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)

NY

07/31/2013 - 10/22/2014

LAIDLAW & COMPANY (UK) LTD. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/05/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brendan Bostock.
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