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 institutional registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm focuses on institutional clients and charges fees on a percentage-of-AUM basis. Its reported business activity includes operating as a CPO or CTA and providing portfolio management for investment companies and pooled investment vehicles. Ownership is described as a combination of a domestic entity and an individual. REX acts as sponsor, general partner and managing member of pooled investment vehicles, indicating it both launches and manages pooled structures rather than only acting as a third‑party allocator. The firm is not positioned as an ESG-focused manager, a multi‑state adviser, a pension consultant, or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

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
  • Scott Acheychek

    Scott Acheychek

    CEOCRD 4769181

  • Robert Rokose

    Robert Rokose

    Chief Financial Officer & Chief Compliance OfficerCRD 2700025

Contacts

3 of 3
  • Nicholas Cordell

    CRD 8326614

  • 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