Macrovex Capital

RIASEC Registered
Total AUM
$29M
Discretionary
$12.9M
45% of AUM
Avg account
$878K
Accounts
33
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
300692
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI90.18%
  • Individuals9.82%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Macrovex Capital operates as a small, privately owned limited liability company that focuses on portfolio management for individuals and small businesses. The firm bills on a percentage-of-AUM basis and runs both discretionary and non‑discretionary mandates. Its client base is individual and family-oriented rather than institutional, and it does not position itself as an active ESG investor or a multi-state adviser. Investment activity centers on liquid public vehicles as the primary allocation, supplemented by exposure to alternative strategies. The firm uses public funds and mutual funds as the largest single asset sleeve while also allocating to hedge funds, real estate strategies, commodities, REITs and energy (oil & gas) through third‑party managers. Fixed-income exposure comes through corporate debt, and the firm also uses annuities for clients with income or insurance-needs.

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

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 43%, Exchange Traded Equities 30%, Cash & Cash Equivalents 27%43%
  • Public Funds/Mutual Funds43%
  • Exchange Traded Equities30%
  • Cash & Cash Equivalents27%

Owners & executives

1 of 1
  • Steven Reinisch

    Chief Investment OfficerCRD 5879636

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

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth