DIVIDEX MANAGEMENT LLC
Firm details
- Headquarters
- WESTWOOD, Massachusetts
- CRD number
- 171322
- Registered since
- October 10, 2014
- Website
- dividexmanagement.com
- Fee structure
- Performance Based Fees, Other
- Services
- Pension Consulting
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1William Adams
Chief Operating OfficerCRD 7546536
Contacts
1 of 1IRWIN SCHWARTZ
President & Managing MemberCRD 6390677
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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