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Family officesOfficecandidate family office · candidate

Apexium Financial, LP

Family Offices

Dallas, TX

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:acf9b3a5-9388-47a8-95a0-bdc8d300665e

Data as of Sep 12, 2026 (this record's last observation) from federal regulator filings, dfx's own graph. Page built Sep 19, 2026, 3:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 40
On other graphs: 0
Observed: Sep 12, 2026 to Sep 12, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

13F value: $2.1B288 positions, 2025-09-30; never AUM
Investments: 0
Direct investments: 0
People: 1
Decision makers: 1derived

People

Person	Title	Role	Seniority	Family member	Current	Evidence
David Pilaitis	Partner	leadership	senior	n/a	yes	fact

Relationships

Employs (1)

→ David PilaitisPersonPartner
factForm 13F

Dated events

40 bookkeeping events (roster, classification and holdings changes) folded below

Show 40 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
Apexium Financial, LP files Form 13F (non_adviser_filer, $1,647,709,458 in 259 positions)
Occurred
Nov 18, 2025
Apexium Financial, LP reported $2,055,657,342 across 288 13(f) positions for the quarter ended 2025-09-30
Occurred
Sep 30, 2025
Apexium Financial, LP opened a $3,740,086 position in EA Series Trust (69,274 shares)
Occurred
Sep 30, 2025
Apexium Financial, LP increased Public Svc Enterprise Grp in 72,077 -> 92,874 shares ($6,067,442 -> $7,751,264)
Occurred
Sep 30, 2025
Apexium Financial, LP increased Ishares Bitcoin Trust Etf 13,698 -> 35,294 shares ($838,455 -> $2,294,110)
Occurred
Sep 30, 2025
Apexium Financial, LP increased Ishares Tr 18,914 -> 26,605 shares ($2,011,286 -> $2,840,878)
Occurred
Sep 30, 2025
Apexium Financial, LP increased Ishares U S Etf Tr 66,932 -> 89,167 shares ($6,291,634 -> $9,088,804)
Occurred
Jul 22, 2025
Apexium Financial, LP reported $1,884,677,271 across 278 13(f) positions for the quarter ended 2025-06-30
Occurred
Jun 30, 2025
Apexium Financial, LP increased Vanguard Bd Index Fds 147,660 -> 209,526 shares ($10,845,624 -> $15,427,435)
Occurred
Jun 30, 2025
Apexium Financial, LP increased Vanguard Bd Index Fds 82,087 -> 137,290 shares ($6,425,776 -> $10,804,759)
Occurred
Jun 30, 2025
Apexium Financial, LP increased Vanguard Malvern Fds 27,426 -> 64,188 shares ($2,127,124 -> $4,993,825)
Occurred
Jun 30, 2025
Apexium Financial, LP increased American Centy Etf Tr 26,881 -> 36,611 shares ($2,442,408 -> $4,000,037)
Occurred
Jun 30, 2025
Apexium Financial, LP increased Ishares Tr 12,960 -> 18,784 shares ($2,585,305 -> $4,053,343)
Occurred
Jun 30, 2025
Apexium Financial, LP increased Ishares U S Etf Tr 15,793 -> 66,932 shares ($1,183,508 -> $6,291,634)
Occurred
Jun 30, 2025
Apexium Financial, LP increased J P Morgan Exchange Traded F 179,372 -> 239,190 shares ($10,249,300 -> $13,597,945)
Occurred
Jun 30, 2025
Apexium Financial, LP increased J P Morgan Exchange Traded F 119,466 -> 174,161 shares ($6,185,925 -> $9,474,333)
Occurred
Jun 30, 2025
Apexium Financial, LP increased J P Morgan Exchange Traded F 35,655 -> 78,491 shares ($2,127,871 -> $4,911,971)
Occurred
Jun 30, 2025
Apexium Financial, LP increased Morgan Stanley Etf Trust 35,370 -> 82,784 shares ($1,797,686 -> $4,227,046)
Occurred
Jun 30, 2025
Apexium Financial, LP increased Strategic Trust 69,511 -> 200,088 shares ($2,254,242 -> $6,770,638)
Occurred
Jun 30, 2025
Apexium Financial, LP reduced Blackrock Tax Municpal Bd Tr 128,310 -> 75,443 shares ($2,140,214 -> $1,215,382)
Occurred
Jun 30, 2025
Apexium Financial, LP reduced Ishares Tr 47,180 -> 24,174 shares ($4,277,798 -> $2,715,728)
Occurred
May 14, 2025
Apexium Financial, LP reported $1,676,960,651 across 278 13(f) positions for the quarter ended 2025-03-31
Occurred
Mar 31, 2025
Apexium Financial, LP increased American Centy Etf Tr 20,631 -> 26,881 shares ($2,142,736 -> $2,442,408)
Occurred
Mar 31, 2025
Apexium Financial, LP increased Blackrock Tax Municpal Bd Tr 75,015 -> 128,310 shares ($1,209,242 -> $2,140,214)
Occurred
Mar 31, 2025
Apexium Financial, LP increased Fidelity Covington Trust 21,113 -> 31,662 shares ($3,903,378 -> $5,106,138)
Occurred
Mar 31, 2025
Apexium Financial, LP increased Invesco Exchange Traded Fd T 54,613 -> 99,637 shares ($1,161,080 -> $2,139,204)
Occurred
Mar 31, 2025
Apexium Financial, LP increased Ishares Tr 10,040 -> 16,707 shares ($1,327,388 -> $2,136,825)
Occurred
Mar 31, 2025
Apexium Financial, LP increased J P Morgan Exchange Traded F 94,019 -> 179,372 shares ($5,436,410 -> $10,249,300)
Occurred
Mar 31, 2025
Apexium Financial, LP increased J P Morgan Exchange Traded F 56,457 -> 119,466 shares ($3,200,939 -> $6,185,925)
Occurred
Mar 31, 2025
Apexium Financial, LP increased J P Morgan Exchange Traded F 17,597 -> 35,655 shares ($1,091,718 -> $2,127,871)
Occurred
Mar 31, 2025
Apexium Financial, LP increased Jpmorgan Chase & Co. 24,354 -> 46,792 shares ($5,837,964 -> $11,478,005)
Occurred
Mar 31, 2025
Apexium Financial, LP increased Pimco Etf Tr 60,775 -> 130,118 shares ($6,122,474 -> $13,092,473)
Occurred
Mar 31, 2025
Apexium Financial, LP increased Proshares Tr 22,350 -> 39,440 shares ($1,097,832 -> $2,085,907)
Occurred
Mar 31, 2025
Apexium Financial, LP increased Select Sector Spdr Tr 28,234 -> 36,804 shares ($2,418,516 -> $3,439,321)
Occurred
Mar 31, 2025
Apexium Financial, LP increased Select Sector Spdr Tr 31,425 -> 43,111 shares ($4,323,199 -> $6,294,592)
Occurred
Mar 31, 2025
Apexium Financial, LP increased Vanguard Bd Index Fds 114,163 -> 147,660 shares ($8,209,463 -> $10,845,624)
Occurred
Mar 31, 2025
Apexium Financial, LP increased Vanguard Index Fds 20,065 -> 26,044 shares ($3,397,005 -> $4,498,790)
Occurred
Mar 31, 2025
Apexium Financial, LP increased Vanguard Specialized Funds 10,457 -> 16,956 shares ($2,047,776 -> $3,289,290)
Occurred
Mar 31, 2025
Apexium Financial, LP increased Vanguard World Fd 6,041 -> 14,084 shares ($1,284,679 -> $2,836,266)
Occurred
Mar 31, 2025
Apexium Financial, LP increased Wisdomtree Tr 18,019 -> 30,929 shares ($1,459,011 -> $2,469,990)

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 office address (Form 13F) · as of 2025-11-18

David Pilaitis
Partner · Revealable: 1 business phone (Form 13F)

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:acf9b3a5-9388-47a8-95a0-bdc8d300665e
First observed: Sep 12, 2026
Last observed: Sep 12, 2026 6 days ago
Source families: Federal regulator filings, DFX's own graph
4 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Apexium Financial, LP

Family Offices

Dallas, TX

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:acf9b3a5-9388-47a8-95a0-bdc8d300665e

Data as of Sep 12, 2026 (this record's last observation) from federal regulator filings, dfx's own graph. Page built Sep 19, 2026, 3:04 AM UTC and rebuilt at most every 15 minutes.

Person

Title

Role

Seniority

Family member

Current

Evidence

David Pilaitis

Partner

leadership

senior

n/a

yes

fact