REX Advisers, LLC

RIASEC Registered
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$92.2M
Accounts
20
Employees
12
Advisory reps
5

Firm details

Headquarters
Fairfield, Connecticut
CRD number
327283
Registered since
July 21, 2023
Fee structure
Percentage of AUM
Client types
  • Investment Companies94.69%
  • Pooled Investment Vehicles5.31%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

REX Advisers, LLC is an institutional RIA that serves an exclusively institutional client base and charges fees as a percentage of assets under management. The firm is registered with the SEC and registered in 2023. Its regulatory and business profile includes acting as a commodity pool operator or commodity trading adviser (CPO/CTA) and providing portfolio management services for investment companies and pooled investment vehicles. REX also appears as sponsor, general partner, or managing member of pooled investment vehicles, indicating it both advises external vehicles and can operate sponsor-level vehicles. REX is not identified as an ESG investor and is not described as a multi-state or pension consultant adviser in the available data. Its ownership is a combination of a domestic entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Robert Rokose

    Robert Rokose

    Chief Financial Officer & Chief Compliance OfficerCRD 2700025

  • Scott Acheychek

    Scott Acheychek

    CEOCRD 4769181

Contacts

3 of 3
  • Mark Deangelis

    Mark Deangelis

    Senior Compliance ConsultantCRD 2827088

  • Seamus Harding

    Vice PresidentCRD 7349790

  • Nicholas Cordell

    Head of LegalCRD 8326614

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fairfield, CT

Fairfield

Location

Fairfield, CT

Headquartered in Fairfield, CT, 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
Fairfield
Address
55 Walls Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth