DIVIDEX MANAGEMENT LLC

RIASEC RegisteredEst. 2014
Total AUM
Avg account
$0
Accounts
0
Employees
8
Advisory reps
2

Firm details

Headquarters
WESTWOOD, Massachusetts
CRD number
171322
Registered since
October 10, 2014
Fee structure
Performance Based Fees, Other
Services
Pension Consulting

Firm profile

FINTRX

Overview

Dividex Management LLC is a small, SEC-registered advisory firm organized as a limited liability company and focused on pension consulting. Registered in 2014, the firm presents itself primarily as a consultant to retirement plans rather than as a traditional asset manager. Its declared activities center on pension consulting services, including allocation advice, manager evaluation and selection, and related plan-level consulting. The firm is listed as unclassified in regulatory filings and does not position itself as a capital allocator; its model appears advisory rather than a direct manager of pooled capital. Fee arrangements include performance-based components alongside other fee structures, which suggests the firm may contract for incentive-linked services in certain engagements. Dividex Management LLC is not identified as an active ESG investor and is not registered to operate across multiple states. Industry affiliations named for the firm include relationships with a law firm and an insurance company, which likely reflect the types of professional connections it leverages for pension plan work (e.g., legal, compliance, insurance-product coordination). There is no indication that the firm acts as a related adviser to another registered entity.

Assets & Accounts

Location & Offices

Investment profile

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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

1 of 1
  • William Adams

    Chief Operating OfficerCRD 7546536

Contacts

1 of 1
  • IRWIN SCHWARTZ

    President & Managing MemberCRD 6390677

Wealth teams

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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

WESTWOOD, MA

NORFOLK

Location

WESTWOOD, MA

Headquartered in WESTWOOD, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
NORFOLK
Address
1 University Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth