1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CODEX CAPITAL ASSET MANAGEMENT, L.L.C.

Map pin
Phone917-595-7500
NotebookSEC #801-120396
Total AUM
$304.2M
Employees
1
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM TO 5PM
Monday - Friday
Phone
917-595-7500

ReceiptFinancials

Total AUM
$304.2M
Accounts
19
Discretionary
$304.2M
Accounts
19
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

HNW Individual Clients
18
AUM
$288.1M
Pension/Profit Sharing Plan Clients
1
AUM
$16M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account