Sign in Sign up for free

Tradex Global Advisors, LLC (Greenwich)


Tradex Global Advisors, LLC is a large advisory firm based in Greenwich. It manages $139 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Connecticut and New York.

Logo

Tradex Global Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tradex Global Advisors: assets under management

The assets under management (AUM) of Tradex Global Advisors, LLC is $139 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 153% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $139 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $27.8 million each.
Tradex Global Advisors has custody of $139 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tradex Global Advisors, LLC for their services and products based on a percentage of assets under management, subscription fees, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenwich

The principal office where Tradex Global Advisors, LLC performs its advisory services is located at 35 Mason Street, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-863-1500 or by fax 203-863-2007. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.thetradexgroup.com.


Registered investment advisers similar to Tradex Global Advisors, LLC