R

Repex Investment Management Co., Inc.

Updated today

Client assets under management

$54,600,000

Clients

59

29% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

30

Low

Average account size

$925,424

About

Repex Investment Management Co., Inc. provides discretionary portfolio management and related advisory services to individual investors, including high-net-worth households. The firm reports approximately $54.6 million in assets under management across about 59 client relationships and uses a percentage-of-AUM fee model common among peers.

The firm’s Form ADV brochure outlines its methods of analysis, investment strategies, and the risks of loss, and describes its practices for account review and investment discretion. The brochure also addresses custody arrangements and the firm’s procedures for voting client securities, indicating operational controls over client assets.

Notably for a two-advisor firm, the brochure includes a dedicated section on performance-based fees and side-by-side management and discloses other financial industry activities and affiliations, along with personal trading and participation-in-client-transactions policies. The disclosure spans multiple continuation pages, signaling a level of business complexity and potential conflicts that prospective clients may wish to review in detail.

Client services

Portfolio management

Main office location

Repex Investment Management Co., Inc.

550 Durie Avenue

Closter NJ 07624-0577, United States

Number of offices

1

Most active in

Massachusetts · New Jersey · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")