Felix Advisors LLC is a mid-sized advisory firm based in New York. It manages $80.42 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.
Felix Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Felix Advisors LLC is $80.42 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Felix Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Emilio Antonio Disanluciano has been acting as President since 1 Jun 2011. John Vincent Bivona joined the executive team most recently as the Member.
The principal office where Felix Advisors LLC performs its advisory services is located at 17 State Street, New York, NY 10004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 646-597-4300 or by fax 212-208-4429. The normal business hours are 9-5 on Monday - Friday.