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- Custodian
- Stonex
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2017
- Office Locations
- 1
Office Locations
About Fenix Trading
Fenix Trading is a NEW York-based RIA. The firm has been operating for 9 years. Managing $160.4M in total assets under management, with 4 advisory representatives. They custody assets with Stonex.
Reported data analysis
What the numbers show
Between March 21, 2025 and February 18, 2026, reported AUM increased 20.8%, from $132.8M to $160.4M.
Across 5 reported observations, AUM increased 74.4% between January 25, 2022 and February 18, 2026, from $92.0M to $160.4M.
Of the latest reported AUM, 84.3% is discretionary and 15.7% is non-discretionary.
The firm reports 4 advisory representatives and 447 clients, or 111.8 clients per representative. That equates to $358.9K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on February 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JULIAN GALVEZ POURTALE
Chief Compliance Officer, Managing Member
- CRD
- #4474817
- Ownership
- 10% but less than 25%
MICHAEL OWEN BROWN
--
- CRD
- #1658070
- Ownership
- Less than 5%
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| 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
SMA allocation detail is available
Fenix Trading has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.