DBX Advisors LLC

RIASEC RegisteredEst. 2010
Total AUM
$29B
Discretionary
$29B
100% of AUM
Avg account
$29B
Accounts
1
Employees
53
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
154558
Registered since
September 27, 2010
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

DBX Advisors LLC is an institutional registered investment adviser formed as an LLC and SEC-registered since 2010. The firm focuses on serving institutional clients and charges fees tied to assets under management. Its stated business activity includes serving as a commodity pool operator or commodity trading adviser and its advisory work explicitly includes portfolio management for investment companies. The organization is owned domestically with individual ownership characteristics and is not positioned as a capital allocator — it appears to manage assets directly rather than operating primarily as an allocator to third-party managers. The firm is not an active ESG investor and is not described as a multi-state or newly formed adviser. It does not list pension consulting among its services. DBX Advisors operates within the institutional segment and uses a percentage-of-AUM fee model.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Freddi Klassen

    Freddi Klassen

    President and CEOCRD 6734901

  • Michael Gilligan

    Chief Financial OfficerCRD 2760911

  • Caroline Pearson

    Chief Legal OfficerCRD 4474294

Contacts

3 of 3
  • Hepsen Uzcan

    Hepsen Uzcan

    Managing DirectorCRD 6985581

  • Frank Gecsedi

    Frank Gecsedi

    DirectorCRD 2960525

  • George Catrambone

    George Catrambone

    Vice PresidentCRD 5406201

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
875 3rd Ave
Time zone
ET (UTC-5)
Office locations

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