F
$160.4M Total AUM
$135.2M Disc. AUM
-- 3Y CAGR
5 Employees
447 ADV. Clients
8 yrs Firm Age
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- Custodian
- Stonex
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2017
- Office Locations
- 1
Office Locations
ONE World Trade Center 85th Floor NEW York NY
About Fenix Trading
Fenix Trading is a NEW York-based RIA. The firm has been operating for 8 years. Managing $160.4M in total assets under management, with 4 advisory representatives. They custody assets with Stonex.
Team overview
-- AVG AGE
$40.1M AVG AUM / ADVISOR
$358.9K AVG AUM / CLIENT
7.8 yrs AVG TENURE
5 Employees
4 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JULIAN GALVEZ POURTALE
Chief Compliance Officer, Managing Member
- CRD
- #4474817
- Ownership
- 10% but less than 25%
Available
Available
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M
MICHAEL OWEN BROWN
--
- CRD
- #1658070
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,221,065 | $404,853 |
| Non-Discretionary | $25,201,995 | $223,027 |
| Total | $160,423,060 | $358,888 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Other:
Available Cash:
Available Sovereign Bonds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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