{"url":"https://nivawealth.com/firms/numerixs-investment-technologies-172022","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/172022","regulatoryAum":400000000,"crd":"172022","secFileNumber":"801-136719","legalName":"Numerixs Investment Technologies Inc","displayName":"Numerixs Investment Technologies","slug":"numerixs-investment-technologies-172022","website":null,"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"1351 N Alma School Road, Suite #205","city":"Chandler","state":"AZ","stateName":"Arizona","country":"United States","postalCode":"85224"},"tradeNames":[],"registration":{"secApproved":"5 August 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":5,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":400000000,"discretionary":400000000,"discretionaryAccounts":2,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":400000000}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Numerixs Investment Technologies does not have custody of client assets.","otherCustodians":[],"leadership":[],"ownership":[],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"1351 N Alma School Road, Suite #205","city":"Chandler","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"979-365-0221","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"23 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/172022/PDF/172022.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Numerixs Investment Technologies have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Numerixs Investment Technologies offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Numerixs Investment Technologies have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How does Numerixs Investment Technologies get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Numerixs Investment Technologies?","answer":"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","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}