← Directory
RADIX ORGANIZATION, INC.
CRD 172791File 801-80346
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$200.1M
Below cohort median (national)
Discretionary AUM
$139.1M
Non-discretionary $60.9M
Clients
95
145 accounts
Employees
4
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 22, 2014
- Principal office
- 501 E 79TH STREET, #19A, NEW YORK, NY, 10075
- Phone
- 212-697-9141
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $200.1M
- Discretionary AUM
- $139.1M
- Non-discretionary AUM
- $60.9M
- Discretionary accounts
- 144
- Non-discretionary accounts
- 1
- Total accounts
- 145
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.6M |
| High net worth individuals | 90 | $196.1M |
| Pension and profit sharing plans | Fewer than 5 | $1.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 73 | 95 | increased by22 |
| Apr 1, 2026 | AUM | $184,232,798 | $200,085,035 | increased by$15,852,237 |
| Apr 1, 2026 | Accounts | 73 | 145 | increased by72 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 96 | 73 | decreased by23 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $177,624,999 | $184,232,798 | increased by$6,607,799 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 149 | 73 | decreased by76 |
| Apr 1, 2022 | Clients | 78 | 96 | increased by18 |
| Apr 1, 2022 | AUM | $154,703,912 | $177,624,999 | increased by$22,921,087 |
| Apr 1, 2022 | Accounts | 142 | 149 | increased by7 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RADIX ORGANIZATION” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RADIX ORGANIZATION” 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.