FENIX TRADING
Firm details
- Headquarters
- New York, New York
- CRD number
- 291069
- Registered since
- December 14, 2017
- Website
- fenixtrading.net
- Custodians
- STONEX FINANCIAL INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI62.25%
- Corporations / Businesses37.75%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Fenix Trading is a SEC-registered LLC that provides portfolio management for individuals, small businesses and institutional clients. The firm operates as a registered representative of a broker-dealer and charges a mix of fee structures — percentage of AUM as well as hourly, fixed and other fee arrangements — giving it flexibility to serve both advisory and transactional needs. Investment activity is equity‑centric, with a clear tilt toward non‑exchange traded equity holdings alongside conventional pooled vehicles. The adviser is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Non-Exchange Traded Equities27%
- Other20%
- Cash & Cash Equivalents13%
- Sovereign Bonds10%
- Exchange Traded Equities9%
Contacts
2 of 2JULIAN GALVEZ POURTALE
Managing PartnerCRD 4474817
MICHAEL BROWN
Financial and Operations PrincipalCRD 1658070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 1 World Trade Ctr
- Time zone
- ET (UTC-5)
- Office locations
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