Codex Capital Asset Management, L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 309373
- Registered since
- February 26, 2021
- Custodians
- GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.72%
- Pension & Profit Sharing Plans5.28%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Codex Capital Asset Management, L.L.C. is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2021. The firm serves individuals and families, charging fees as a percentage of assets under management and focusing on portfolio management for individual and small-business clients. It is owned by an individual and does not function as a capital allocator, pension consultant, or related adviser. Codex does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- US Government Bonds6%
Contacts
1 of 1Alexander Becker
Investment Advisor RepresentativeCRD 2098627
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$20.2M in ETFs
100%
$20.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $12.6M | 16,870 | 62.41% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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