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INDEX TECHNOLOGIES GROUP LLC

CRD 327771File 801-128809
APPROVED
Retail clients
Filing as of Apr 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$178.3M
Bottom 25% of cohort (national)
Discretionary AUM
$178.3M
Clients
40
171 accounts
Employees
7
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

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 typeClientsAUM
Charitable organizations8$147.6M
Other investment advisersFewer than 5$698K
High net worth individuals22$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

DateFieldFromToChange
Apr 1, 2026Employees67increased by1
Apr 1, 2026Clients4340decreased by3
Apr 1, 2026AUM$183,370,575$178,270,658decreased by$5,099,917
Apr 1, 2026Accounts178171decreased by7
Jan 1, 2026Clients2343increased by20
Jan 1, 2026AUM$104,951,495$183,370,575increased by$78,419,080
Jan 1, 2026Accounts127178increased by51
May 1, 2025Registration—APPROVED

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

See plans that list “INDEX TECHNOLOGIES” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INDEX TECHNOLOGIES” 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.