Radix Organization, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$200,085,035
Total clients
90
100% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
30
Average account size
$2,223,167
About
Radix Organization, Inc. provides discretionary and non-discretionary portfolio management and portfolio consulting to individual investors, with an emphasis on high‑net‑worth clients. The firm primarily advises on equity securities and charges asset‑based advisory fees for its managed accounts.
Radix tailors portfolios to clients’ objectives and monitors and rebalances accounts on an ongoing basis, employing a mix of fundamental, technical, charting, and cyclical analysis and using both long‑ and short‑term trading strategies. The brochure discloses that the firm may engage in option writing and margin transactions and otherwise use derivatives in managed accounts, and it documents the attendant risks of those strategies.
Notable features include a concentrated scale — the firm manages about $200 million across a small advisory team and roughly 90 clients — and an advisory model that frequently serves high‑net‑worth individuals rather than non‑HNW retail clients. The firm also discloses that it does not accept performance‑based fees, does not receive soft‑dollar benefits, and may recommend third‑party asset managers while clients’ assets remain with independent custodians.
Client services
Expertise
Fee options
Portfolio Consulting fixed fees up to $50,000, billed monthly or quarterly in arrears; may be higher for complex clients
$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Fee-only: Portfolio Consulting fixed fees up to $50,000, billed monthly or quarterly in arrears; may be higher for complex clients
Main office location
Radix Organization, Inc.
501 E 79 Th Street, #19 A
New York NY 10075, United States
Number of offices
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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