Overview
Assets Under Management: $258 million
High-Net-Worth Clients: 17
Average Client Assets: $14 million
Frequently Asked Questions
CODEX CAPITAL ASSET MANAGEMENT, L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309373), CODEX CAPITAL ASSET MANAGEMENT, L.L.C. is subject to fiduciary duty under federal law.
CODEX CAPITAL ASSET MANAGEMENT, L.L.C. serves 17 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, CODEX CAPITAL ASSET MANAGEMENT, L.L.C. offers portfolio management for individuals. View all service details ↓
CODEX CAPITAL ASSET MANAGEMENT, L.L.C. manages $258 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, CODEX CAPITAL ASSET MANAGEMENT, L.L.C. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.35
Average High-Net-Worth Client Assets: $14 million
Total Client Accounts: 18
Discretionary Accounts: 18
Regulatory Filings
CRD Number: 309373
Last Filing Date: 2025-02-10 00:00:00
Website: https://codexcapital.com