Fundraising Fox

APEX Orthopedics Investments

Aurora, US · Founded 2023 · Delaware corporation

APEX Orthopedics Investments (AOI) is an asset management group led by foot and ankle surgeons that develops, invests in, and manages portfolio companies building Class II and Class III orthopedic devices. Its initial focus is the foot and ankle market, with support across clinical, product development, regulatory, operational, and marketing functions.

Founders & leadership

APEX Orthopedics Investments was founded in 2023 by Christopher E. Banas, Stephen A. Brigido, Murray J. Penner, and Gregory Berlet.

CE
Christopher E. BanasFounder, President & CEO
SA
Stephen A. BrigidoFounder, Chief Innovation Officer
MJMurray J. Penner
Murray J. PennerFounder, Chairman of the Board
GB
Gregory BerletFounder, Chief Medical Officer

Reported raises · per SEC filings

Form D private placements

$1M disclosed across 1 round · 2024

$1MraisedSep 2024 · 2 investors · Other Health Care
Rule 506(b)
Officers, directors & promoters on the filing
  • Christopher E. BanasExecutive Officer, Director
  • Gregory C. BerletExecutive Officer, Director
  • Murray John PennerExecutive Officer, Director
  • Stephen A. BrigidoExecutive Officer, Director
Offering amount
$5M
Amount sold
$1M
Minimum investment
$100K
Proceeds to insiders
$480K
First sale
Jun 2024
Incorporated
Corporation, Delaware, 2023
Federal exemptions
06b, 3C, 3C.1
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

In the news

Frequently asked questions

What does APEX Orthopedics Investments do?
APEX Orthopedics Investments (AOI) is an asset management group led by foot and ankle surgeons that develops, invests in, and manages portfolio companies building Class II and Class III orthopedic devices. Its initial focus is the foot and ankle market, with support across clinical, product development, regulatory, operational, and marketing functions.
Who founded APEX Orthopedics Investments?
APEX Orthopedics Investments was founded by Christopher E. Banas, Stephen A. Brigido, Murray J. Penner, Gregory Berlet in 2023.
How much funding has APEX Orthopedics Investments raised?
APEX Orthopedics Investments has disclosed $1M raised across 1 round.
Where is APEX Orthopedics Investments headquartered?
APEX Orthopedics Investments is headquartered in Aurora, US.