Multi-Family OfficeRIA · CRD 172791SEC-Registered

Updated:

Radix Organization

Radix Organization is an SEC-registered investment adviser in New York, NY, registered since 2014. The firm manages $200 million in regulatory assets, $139...

Radix Organization logo

Radix Organization

Radix Organization is an SEC-registered investment adviser in New York, NY, registered since 2014. The firm manages $200 million in regulatory assets, $139 million on a discretionary basis. It has 4 employees and 3 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2014

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Frequently asked questions

What is the legal structure of Radix Organization?

Radix Organization is classified as a bank, wealth, or trust entity, operating as a multi-family office. This structure typically subjects the firm to regulatory oversight and fiduciary standards that differ from unregistered single-family offices, potentially offering client families enhanced governance and trust services alongside investment management.

How does Radix Organization differ from a single-family office?

Unlike a single-family office dedicated to one patriarch or family, Radix serves multiple private families. This pooling model allows clients to share operational costs and, in some cases, access investment opportunities that may require larger aggregated capital. The firm's bank or trust classification further sets it apart from the partnership structures common among independent multi-family offices.

Does Radix Organization manage assets for external clients?

As a multi-family office, Radix Organization manages assets for a select group of private families rather than retail or broad institutional clients. The absence of a public marketing footprint suggests that its client base is assembled through private networks, referrals, and professional advisory relationships within the New York wealth management community.

What investment capabilities does a bank-structured family office typically provide?

A bank- or trust-structured family office like Radix can offer investment management across public and private markets, alongside traditional banking services such as lending, custody, and estate administration. The hybrid model often includes manager selection, direct deal sourcing, and consolidated reporting, with the trust charter adding a layer of fiduciary responsibility often absent in unregulated family offices.

Why is there limited public information about Radix Organization?

The firm's minimal public profile is consistent with a multi-family office that sources clients confidentially and does not pursue institutional marketing. Many similar organizations in New York operate without websites or LinkedIn presences, relying instead on reputation, professional networks, and direct introductions. This discretion is often a feature requested by the families they serve.

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