Index Technologies Group LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 327771
- Registered since
- September 29, 2023
- Website
- superdex.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations82.8%
- HNWI14.91%
- Individuals1.9%
- Other Investment Advisers0.39%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Index Technologies Group LLC is an institutional registered investment adviser that provides fee-based portfolio management to both high-net-worth individuals and institutional clients. The firm charges a percentage of assets under management and lists portfolio management for individuals, small businesses, and institutions as its core advisory activities. It reports being an active ESG investor, indicating environmental, social, or governance factors are incorporated into at least some portfolios. The adviser completed SEC registration in 2023. The firm does not operate as a capital allocator or related adviser; its model appears focused on discretionary portfolio management rather than running external investment funds. Custody and trading are handled through third-party custodians rather than in-house brokerage or capital-raising activities.
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
- Exchange Traded Equities83%
- Non-Exchange Traded Equities12%
- Cash & Cash Equivalents3%
- Private Funds2%
Owners & executives
1 of 1
Michael Durette
Chief Revenue OfficerCRD 4935253
Contacts
3 of 6
Michael Lederer
PartnerCRD 6544652
Kenneth Elliott
Partner, DirectorCRD 6670332
Brett Faitlowicz
Investment AdviserCRD 7234102
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$48.6M in ETFs
98%
$47.7M
2%
$874K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI EMERGING MARKETS ETF (EEM) | BlackRock | Passive | Diversified Emerging Mkts | $3.8M | 56,257 | 7.92% |
Location
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
- 10 E 53rd St
- Time zone
- ET (UTC-5)
- Office locations
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