Edex Recovery Solutions, LLC (Boston)

Edex Recovery Solutions provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Edex Recovery Solutions: assets under management

The assets under management (AUM) of Edex Recovery Solutions, LLC is $639.98 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $149 million in discretionary accounts and $490.98 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $149 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $70.14 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Edex Recovery Solutions, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Based in Boston

The principal office where Edex Recovery Solutions, LLC performs its advisory services is located at 28 State Street, Boston, MA 02109, 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 617-532-0200 or by fax 617-532-0219. The normal business hours are 9am - 6pm on Monday - Friday.

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