IDX ADVISORS

Overview

IDX Advisors is a compact institutional-focused investment adviser organized as an LLC and registered with the SEC in 2021. The firm acts as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management services for investment companies. Its client base is institutional, and it charges fees as a percentage of assets under management. IDX Advisors is not positioned as an ESG investor and is not classified as a pension consultant or a multi-state adviser in its filings. Given the CPO/CTA designation and the firm’s allocation patterns, IDX Advisors appears to blend traditional asset management with managed derivatives and commodity-related strategies. The firm does not present itself as a direct capital allocator, instead using third-party fund managers for certain exposures. Its small client roster and concentrated asset base indicate a boutique operation serving a few sizable institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices