Skip to content

Numerixs Investment Technologies

Private funds

Chandler, AZCRD 172022Updated

Numerixs Investment Technologies is an investment adviser based in Chandler, AZ, registered with the SEC since 2026. It provides investment management. Its clients include pooled investment vehicles. Its regulatory assets under management total $400 million, as filed on 23 July 2026.

2
Clients
Not reported
AUM per individual client
3
Advisory staff
2
Offices

From Form ADV filed 23 July 2026SEC record

Services and clients

Numerixs Investment Technologies provides portfolio management for pooled vehicles.

Numerixs Investment Technologies reports 2 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($400M across 2 accounts) are managed with discretion.

Clients and assets by client type
Clients2 clients
Assets$400M
Share of clients and assets by client type
Client typeClientsAssets
Pooled investment vehicles100%100%
Client breakdown and activity details
Pooled investment vehicles
Clients
2
Regulatory AUM
$400M
AUM share
100.0%
Avg. per client
$200M

Total

Clients
2
Regulatory AUM
$400M
AUM share
100%
Avg. per client
$200M
Clients outside the U.S.
0%
Clients advised without assets under management last fiscal year
0
Private funds advised
0

Fees and minimums

Numerixs Investment Technologies is paid through performance-based fees; its fees and minimums are set out in its brochures on the SEC website.

Ownership and people

It has 5 employees, 3 of them in advisory roles.

Leadership

    Staff

    • 5 employees
    • 3 in advisory functions

    Offices and registration details

    Besides its headquarters, Numerixs Investment Technologies has 1 office, with 1 listed address in Arizona.

    Listed office addresses in Arizona
    Chandler

    Arizona · 1 listed address

    • 1351 N Alma School Road, Suite #205, ChandlerHQ

    Contact and registration details

    Legal name
    Numerixs Investment Technologies Inc
    Headquarters
    1351 N Alma School Road, Suite #205, Chandler, AZ 85224
    Website
    Not reported
    SEC file
    801-136719
    Structure
    Delaware corporation
    Fiscal year end
    December

    Custodians

    Numerixs Investment Technologies does not have custody of client assets.

    Common questions

    How many clients does Numerixs Investment Technologies have?

    Numerixs Investment Technologies has 2 clients and manages $400 million for them, as of July 2026. They include 2 pooled investment vehicles.

    Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 July 2026

    What services does Numerixs Investment Technologies offer?

    Numerixs Investment Technologies provides portfolio management for pooled vehicles.

    Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

    How many financial advisors does Numerixs Investment Technologies have?

    Numerixs Investment Technologies has 0 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

    Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

    How does Numerixs Investment Technologies get paid?

    Numerixs Investment Technologies is paid through performance-based fees. Its Form ADV lists no commissions among how it is paid.

    Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

    How do I contact Numerixs Investment Technologies?

    Numerixs Investment Technologies’ main office is at 1351 N Alma School Road, Suite #205, Chandler, AZ 85224. Its phone number is 979-365-0221.

    Source: Form ADV Part 1A, Item 1.F, filed 23 July 2026

    Sources and methodology

    1. Form ADV Part 1A, amendment filed 23 July 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
    2. IAPD firm record, CRD 172022.

    Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

    Download source data (JSON)How this directory is compiledReport a correction