Inexco Advisors LLC

RIASEC Registered
Total AUM
$2.5M
Discretionary
$2.5M
100% of AUM
Avg account
$2.5M
Accounts
1
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
301686
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Inexco Advisors LLC operates as a small investment adviser focused on managing a pooled investment vehicle for institutional clients. The firm charges fees as a percentage of assets under management and concentrates its activity on selecting and overseeing external managers rather than acting as a direct capital allocator. Investment emphasis is on alternative strategies—chiefly hedge funds, direct real estate exposures and REITs—supplemented by traditional mutual funds and corporate debt for core or liquidity allocations. The adviser is not marked as an active ESG investor and does not advertise pension consulting or multi-state adviser activity. Given the firm’s advisory activity—portfolio management for pooled investment vehicles—its work centers on constructing and monitoring a fund-level portfolio, selecting third-party managers, and allocating capital across public and private sleeves according to the pooled vehicle’s mandate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • John Peet

    Chief Compliance OfficerCRD 4191309

  • Luis Cercos

    CEOCRD 7093975

Contacts

1 of 1
  • Manuel Romero

    Manuel Romero

    Director, LegalCRD 7093966

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth