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-focused investment adviser that operates as a commodity pool operator/commodity trading adviser and as portfolio manager for both investment companies and pooled investment vehicles. The firm charges clients a percentage-of-AUM fee and serves a concentrated institutional client base. It also acts as sponsor, general partner and managing member of pooled vehicles, suggesting much of the firm’s activity is run through proprietary or sponsored fund structures rather than retail wrap platforms. The firm is not an active ESG investor, does not operate as a multi-state adviser, and is not set up as a capital allocator. Its registration year is 2023, and ownership is listed as a domestic entity and individual. Given the CPO/CTA designation and the sponsor/GP role, REX Advisers appears to structure strategies within pooled vehicles and investment companies where it retains operational and governance responsibilities.

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

3 of 3
  • SCOTT ACHEYCHEK

    CEOCRD 4769181

  • GREGORY COLLETT

    Chief Legal OfficerCRD 5241522

  • ROBERT ROKOSE

    Chief Financial Officer & Chief Compliance OfficerCRD 2700025

Contacts

2 of 2
  • Seamus Harding

    Vice PresidentCRD 7349790

  • Mark Deangelis

    Senior Compliance ConsultantCRD 2827088

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

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