Numerixs Investment Technologies Inc

RIASEC RegisteredEst. 2026
Total AUM
$400M
Discretionary
$400M
100% of AUM
Avg account
$200M
Accounts
2
Employees
5
Advisory reps
3

Firm details

Headquarters
Chandler, Arizona
CRD number
172022
Registered since
August 5, 2026
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Numerixs Investment Technologies Inc. is organized as a corporation operating as an institutional RIA focused on serving institutional clients. The firm is SEC-registered (registration year listed as 2026) and reports a business model centered on portfolio management for pooled investment vehicles. Its stated client base is exclusively institutional and it charges performance-based fees rather than a traditional asset-based advisory fee schedule. Numerixs is not described as a multi-state adviser, pension consultant, or related adviser, and it does not identify as an active ESG investor. Ownership is reported as a mix of a domestic entity and an individual, and the firm does not act as a capital allocator (it does not present itself primarily as a fund-of-funds or external manager-of-managers).

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

2 of 2
  • Cheryl Slusarchuk

    Cheryl Slusarchuk

    President and CEOCRD 7065600

  • Lisa Rebernak

    CFOCRD 8312958

Contacts

1 of 1
  • Pavel Volfbeyn

    Portfolio ManagerCRD 6362298

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

Chandler, AZ

Maricopa

Location

Chandler, AZ

Headquartered in Chandler, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
1351 N Alma School Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth