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RADIX ORGANIZATION, INC.
CRD 172791File 801-80346
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.