Praxis Investment Management, Inc.

RIASEC Registered
Total AUM
$3.3B
Discretionary
$3.3B
100% of AUM
Avg account
$330M
Accounts
10
Employees
14
Advisory reps
11

Firm details

Headquarters
Goshen, Indiana
CRD number
105675
Registered since
April 2, 1990
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Praxis Investment Management, Inc. is a corporate-structured institutional registered investment adviser that has been registered with the SEC since 1990. The firm primarily serves institutional clients and bills on a percentage-of-assets basis. Its stated advisory activity centers on portfolio management for investment companies, and the firm identifies itself as an active ESG investor. Praxis is classified as an institutional RIA and is owned by a domestic entity and individuals. It does not present itself as a capital allocator and is not a multi-state or newly formed adviser. Reported industry affiliations include other investment advisers, banking or thrift institutions, trust companies, insurance companies, pension consultants, and sponsor/GP or managing-member roles in pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Goshen, IN

Elkhart

Location

Goshen, IN

Headquartered in Goshen, IN, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.

Metro area
South Bend-Elkhart-Mishawaka, IN-MI
Region
Midwest
County
Elkhart
Address
1110 N Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth