Dividex Management LLC
Firm details
- Headquarters
- Westwood, Massachusetts
- CRD number
- 171322
- Registered since
- October 10, 2014
- Website
- dividexmanagement.com
- Fee structure
- Performance Based Fees, Other
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Dividex Management LLC is a limited liability company registered with the SEC in 2014 and classified as an institutional registered investment adviser. The firm identifies pension consulting services as its core advisory activity and is explicitly designated as a pension consultant. Ownership is listed as a combination of a domestic entity and an individual. Dividex does not act as a capital allocator and is not positioned as a multi-state or newly formed adviser. It does not identify as an active ESG investor. The firm's fee arrangements include performance-based components alongside other fee structures. Industry affiliations noted in the record include relationships with a law firm and an insurance company, which suggests the firm may coordinate with legal and insurance professionals in delivering consulting services.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
William Adams
Chief Operating OfficerCRD 7546536
Contacts
1 of 1
Irwin Schwartz
President & Managing MemberCRD 6390677
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westwood, MA
Norfolk
Location
Westwood, MA
Headquartered in Westwood, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 1 University Ave
- Time zone
- ET (UTC-5)
- Office locations
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