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 an LLC registered with the SEC in 2010 that provides portfolio management services specifically for investment companies. The firm serves institutional clients and charges fees based on a percentage of assets under management. Ownership is recorded as a domestic entity/individual structure. Bexil does not position itself as an active ESG investor, is not registered as a multi-state adviser, and does not act as a capital allocator or pension consultant. Its reported industry relationships include affiliations with a broker-dealer and another investment adviser.

Assets & Accounts

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

2 of 2
  • THOMAS WINMILL

    President, Chief Executive OfficerCRD 1849082

  • RUSSELL KAMERMAN

    General Counsel & Chief Compliance OfficerCRD 6432984

Contacts

2 of 2
  • Donald Klimoski

    Financial AdvisorCRD 6854924

  • THOMAS OMALLEY

    Investment AdviserCRD 1144851

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth