REX Advisers, LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$68.6M
Accounts
23
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 Companies97.08%
  • Pooled Investment Vehicles2.92%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

REX Advisers, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2023. The firm serves an institutional client base and charges fees as a percentage of assets under management. Its regulatory and operational profile lists CPO/CTA activity and portfolio management for investment companies and pooled investment vehicles, and the firm also appears as a sponsor, general partner, or managing member of pooled vehicles. REX is not identified as an ESG-focused manager, and its ownership is reported as a mix of domestic entities and individuals.

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

3 of 3
  • Scott Acheychek

    Scott Acheychek

    CEOCRD 4769181

  • Gregory Collett

    Chief Legal OfficerCRD 5241522

  • Robert Rokose

    Robert Rokose

    Chief Financial Officer & Chief Compliance OfficerCRD 2700025

Contacts

2 of 2
  • Seamus Harding

    Seamus Harding

    Vice PresidentCRD 7349790

  • Mark Deangelis

    Mark Deangelis

    Senior Compliance ConsultantCRD 2827088

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
1241 Post Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth