REX Advisers, LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$68.6M
Accounts
23
Employees
12
Advisory reps
5

Firm details

Headquarters
Fairfield, Connecticut
CRD number
327283
Registered since
July 21, 2023
Fee structure
Percentage of AUM
Client types
  • Investment Companies97.08%
  • Pooled Investment Vehicles2.92%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

REX Advisers, LLC is an institutional registered investment adviser organized as an LLC and operating primarily with institutional clients. The firm provides portfolio management services to investment companies and pooled investment vehicles and also functions in roles typical of an operator of pooled vehicles (sponsor, general partner, managing member). It is registered with the SEC (registration in 2023) and bills clients on a percentage-of-assets basis. REX is not positioned as an ESG-focused manager, does not serve as a capital allocator, and is not structured as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

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
  • Scott Acheychek

    Scott Acheychek

    CEOCRD 4769181

  • Robert Rokose

    Robert Rokose

    Chief Financial Officer & Chief Compliance OfficerCRD 2700025

Contacts

2 of 2
  • Seamus Harding

    Vice PresidentCRD 7349790

  • Mark Deangelis

    Mark Deangelis

    Senior Compliance ConsultantCRD 2827088

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
1241 Post Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth