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NUMERIXS INVESTMENT TECHNOLOGIES INC

CRD 172022File 801-136719
APPROVED
Filing as of Jul 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$400.0M
Below cohort median (national)
Discretionary AUM
$400.0M
Clients
2
2 accounts
Employees
5
Above cohort median in AZ

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
LARO
Registration date
Aug 5, 2026
Principal office
1351 N ALMA SCHOOL ROAD, SUITE #205, CHANDLER, AZ, 85224
Phone
979-365-0221

Assets & accounts

ADV Item 5F
Total regulatory AUM
$400.0M
Discretionary AUM
$400.0M
Non-discretionary AUM
$0
Discretionary accounts
2
Non-discretionary accounts
0
Total accounts
2
AUM per client
$200.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles2$400.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Aug 12, 2026Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “NUMERIXS INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NUMERIXS INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.