Secretx Assets

Overview

Secretx Assets is a small, individual-owned advisory LLC that provides portfolio management services to individuals and small businesses. The firm’s stated activity centers on direct management of discretionary equity portfolios, with a fee model that combines a percentage-of-AUM charge and performance-based fees. Secretx Assets does not position itself as a multi-state adviser, pension consultant, or capital allocator; it also does not identify as an active ESG investor. Investment preference is tilted toward publicly traded equities and exchange-traded instruments, with additional use of mutual funds. The firm reports allocations to third-party alternative managers in venture capital, private placements and real estate, indicating a willingness to incorporate private-market exposure alongside liquid equity holdings. Custody is handled through a retail-friendly broker custodian, consistent with a small, hands-on practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices