REX Advisers, LLC
Firm details
- Headquarters
- Fairfield, Connecticut
- CRD number
- 327283
- Registered since
- July 21, 2023
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies94.69%
- Pooled Investment Vehicles5.31%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
REX Advisers, LLC is an institutional RIA that serves an exclusively institutional client base and charges fees as a percentage of assets under management. The firm is registered with the SEC and registered in 2023. Its regulatory and business profile includes acting as a commodity pool operator or commodity trading adviser (CPO/CTA) and providing portfolio management services for investment companies and pooled investment vehicles. REX also appears as sponsor, general partner, or managing member of pooled investment vehicles, indicating it both advises external vehicles and can operate sponsor-level vehicles. REX is not identified as an ESG investor and is not described as a multi-state or pension consultant adviser in the available data. Its ownership is a combination of a domestic entity and an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
2 of 2
Robert Rokose
Chief Financial Officer & Chief Compliance OfficerCRD 2700025
Scott Acheychek
CEOCRD 4769181
Contacts
3 of 3
Mark Deangelis
Senior Compliance ConsultantCRD 2827088
Seamus Harding
Vice PresidentCRD 7349790
Nicholas Cordell
Head of LegalCRD 8326614
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fairfield, CT
Fairfield
Location
Fairfield, CT
Headquartered in Fairfield, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 55 Walls Dr
- Time zone
- ET (UTC-5)
- Office locations
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