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Codex Capital Asset Management, L.L.C.

● SEC registered since 2021CRD 309373SEC# 801-120396
Export (members)
Reg. AUM
$304.2M
Employees
1
Accounts
19
Location

Codex Capital Asset Management, L.L.C. assets under management

Codex Capital Asset Management, L.L.C. is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $304.2 million in regulatory assets under management and employs 1 people.

Codex Capital Asset Management, L.L.C. owners & executives

1 reported
NameTitleOwnershipSince
Alexander Becker ControlChief Compliance Officer And Managing MemberOver 75%1999

Frequently asked questions

How much does Codex Capital Asset Management, L.L.C. manage?

Codex Capital Asset Management, L.L.C. reports $304.2 million in regulatory assets under management on its Form ADV.

How many employees does Codex Capital Asset Management, L.L.C. have?

Codex Capital Asset Management, L.L.C. reports 1 employees.

Does Codex Capital Asset Management, L.L.C. disclose fund performance?

Codex Capital Asset Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone917-595-7500
Office hours9a.m. To 5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$304.2M▲ 18%
Feb '25 — $258.1MMar '25 — $258.1MApr '25 — $258.1MMay '25 — $258.1MJun '25 — $258.1MJul '25 — $258.1MAug '25 — $258.1MSep '25 — $258.1MOct '25 — $258.1MNov '25 — $258.1MDec '25 — $258.1MJan '26 — $258.1MFeb '26 — $304.2MMar '26 — $304.2MApr '26 — $304.2MMay '26 — $304.2MJun '26 — $304.2M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$304.2Mregulatory AUM
Discretionary $304.2M