Bexil Advisers LLC

RIASEC RegisteredEst. 2010
Total AUM
$307M
Discretionary
$307M
100% of AUM
Avg account
$307M
Accounts
1
Employees
10
Advisory reps
4

Firm details

Headquarters
Walpole, New Hampshire
CRD number
154387
Registered since
November 9, 2010
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Bexil Advisers LLC is a SEC-registered institutional RIA that has been registered since 2010. The firm operates as a limited liability company with an ownership structure listed as a domestic entity and individual. Its primary client base is institutional, and its advisory mandate centers on portfolio management for investment companies — i.e., managing pooled investment vehicles rather than offering retail advisory services. Compensation is fee-based, charged as a percentage of assets under management. The firm is not an active ESG investor, is not registered as a multi-state adviser, and does not list itself as a pension consultant or related adviser. Bexil Advisers is affiliated with broker-dealer activity and other investment adviser relationships, indicating connections across different industry channels rather than acting as a capital allocator to external managers.

Assets & Accounts

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
  • Thomas Winmill

    Thomas Winmill

    President, Chief Executive OfficerCRD 1849082

  • Russell Kamerman

    Russell Kamerman

    General Counsel & Chief Compliance OfficerCRD 6432984

  • Thomas Omalley

    Chief Financial OfficerCRD 1144851

Contacts

1 of 1
  • Donald Klimoski

    Financial AdvisorCRD 6854924

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Walpole, NH

Cheshire

Location

Walpole, NH

Headquartered in Walpole, NH, in the Northeast of the United States.

Region
Northeast
County
Cheshire
Address
17 Old Drewsville Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth