INDEX TECHNOLOGIES GROUP LLC

CRD 327771File 801-128809

APPROVED

Retail clients

Filing as of Apr 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$178.3M

Bottom 25% of cohort (national)

Discretionary AUM

$178.3M

Clients

171 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Sep 29, 2023
Principal office: 10 E. 53RD STREET, SUITE 1400, NEW YORK, NY, 10022
Phone: 212-466-6760
Website: https://www.linkedin.com/company/indextechnologiesgroup/?viewAsMember=true

Assets & accounts

ADV Item 5F

Total regulatory AUM: $178.3M
Discretionary AUM: $178.3M
Non-discretionary AUM: $0
Discretionary accounts: 171
Non-discretionary accounts: 0
Total accounts: 171
AUM per client: $4.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	8	$147.6M
Other investment advisers	Fewer than 5	$698K
High net worth individuals	22	$26.6M
Individuals (other than high net worth individuals)	10	$3.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
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 11

This 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.