RADIX ORGANIZATION, INC.

Adviser information for RADIX ORGANIZATION, INC. last updated from Form ADV on March 27th, 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 Corporation
Fiscal Year End DECEMBER
Legal Location New York, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 152 $108.7M
Non-Discretionary 4 $35.2M
Total 156 $144.0M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 95 $142.0M
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 <5 $268,879
Charitable organizations <5 $1.7M
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 businessesSelection of other advisers (including private fund managers)PORTFOLIO CONSULTING
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-80346
SEC ERA File Number 801-80346
SEC CIK Numbers None
SEC CRD Numbers 172791
Legal Entity Identifier None

Principal Office

501 E 79TH STREET
#19A
NEW YORK
NY
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 212-697-9141, Fax: 212-557-4770

Chief Compliance Officer

JOHN KELLY
DIRECTOR
501 E 79TH STREET
#19A
NEW YORK
NY
United States
Tel: 212-697-9141
Fax: 212-557-4770
(Full email address available in API data)

Regulatory Contact

LINDA SCHOENHEIMER
DIRECTOR
501 E 79TH STREET
#19A
NEW YORK
NY
United States
Tel: 212-697-9141
Fax: 212-557-4770
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
KELLY, JOHN, JOSEPH Individual DIRECTOR/CHIEF COMPLIANCE OFFICER 08/2014 50-75%
MCCURDY, LINDA, SCHOENHEIMER Individual DIRECTOR 08/2014 50-75%

No. Employees, Historic

10502020202120222023202420255 on 3/6/20205 on 6/29/20205 on 3/12/20215 on 3/18/20224 on 3/29/20234 on 3/27/2024

RAUM, Historic

200M100M0202020212022202320242025141521029 on 3/6/2020141521029 on 6/29/2020154703912 on 3/12/2021177624999 on 3/18/2022132012385 on 3/29/2023143982862 on 3/27/2024

No. Clients, Historic

10050020202021202220232024202584 on 3/6/202084 on 6/29/202078 on 3/12/202196 on 3/18/202299 on 3/29/202397 on 3/27/2024