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Radix Organization, Inc.

● SEC registered since 2014CRD 172791SEC# 801-80346New York, NY
Export (members)
Reg. AUM
$200.1M
Employees
4
Accounts
145
Location
New York, NY

Radix Organization, Inc. assets under management

Radix Organization, Inc. is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2014. It reports $200.1 million in regulatory assets under management and employs 4 people.

Radix Organization, Inc. owners & executives

2 reported
NameTitleOwnershipSince
John Joseph Kelly ControlDirector/Chief Compliance Officer50-75%2014
Linda Schoenheimer McCurdy ControlDirector50-75%2014

Frequently asked questions

How much does Radix Organization, Inc. manage?

Radix Organization, Inc. reports $200.1 million in regulatory assets under management on its Form ADV.

How many employees does Radix Organization, Inc. have?

Radix Organization, Inc. reports 4 employees.

Where is Radix Organization, Inc. located?

Radix Organization, Inc. is based in New York, NY and has been SEC-registered since 2014.

Does Radix Organization, Inc. disclose fund performance?

Radix Organization, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address501 E 79th Street, #19a, New York, NY 10075
Phone212-697-9141
Fax212-557-4770
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$200.1M▲ 9%
Mar '25 — $184.2MApr '25 — $184.2MMay '25 — $184.2MJun '25 — $184.2MJul '25 — $184.2MAug '25 — $184.2MSep '25 — $184.2MOct '25 — $184.2MNov '25 — $184.2MDec '25 — $184.2MJan '26 — $184.2MFeb '26 — $184.2MMar '26 — $200.1MApr '26 — $200.1MMay '26 — $200.1MJun '26 — $200.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$200.1Mregulatory AUM
Discretionary $139.1MNon-discretionary $60.9M