REWBIX
REWBIX AI INVESTMENTS LLC Legal Name
Adviser information for REWBIX last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Texas, United States |
Employees
Total Number of Employees | 1 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 1 | $100,000 |
Non-Discretionary | 0 | $0 |
Total | 1 | $100,000 |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 1 | $100,000 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
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Compensation | % of AUMFixed feesPerformance-based fees |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
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Acting As | RAUM |
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Sponsor | 0 |
Portfolio Manager | 0 |
Both for Same | 100,000 |
Portfolio Manager to Program | Sponsor |
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REWBIX | REWBIX |
Identifiers
SEC RIA File Number | 801-128313 |
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SEC ERA File Number | 801-128313 |
SEC CIK Numbers | None |
SEC CRD Numbers | 326608 |
Legal Entity Identifier | None |
Principal Office
17350 STATE HWY 249, STE 220 #16605HOUSTON
TX
United States
Monday - Friday, 9-5
Tel: 650-309-9099, Fax: None
Chief Compliance Officer
DEVANG PATEL
CHIEF EXECUTIVE OFFICER
17350 STATE HWY 249, STE 220 #16605
HOUSTON
TX
United States
Tel:
6503099099
D********@********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
Patel, Devang, Jitendra | Individual | REWBIX | SHAREHOLDER(COMMON) | 03/2016 | > 75% |
REWBIX | Domestic Entity | – | MEMBER | 05/2023 | > 75% |
Patel, Devang, Jitendra | Individual | – | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | 05/2023 | < 5% |