Bexil Advisers LLC
Firm details
- Headquarters
- Walpole, New Hampshire
- CRD number
- 154387
- Registered since
- November 9, 2010
- Website
- www.bexil.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Thomas Winmill
President, Chief Executive OfficerCRD 1849082
Russell Kamerman
General Counsel & Chief Compliance OfficerCRD 6432984
Thomas Omalley
Chief Financial OfficerCRD 1144851
Contacts
1 of 1Donald Klimoski
Financial AdvisorCRD 6854924
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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