Data / Investment advisers / Arizona / Numerixs Investment Technologies Inc
Numerixs Investment Technologies Inc, Chandler, AZ: $400 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Numerixs Investment Technologies Inc is an SEC registered investment adviser with its main office in Chandler, Arizona and reports $400 million in regulatory assets under management in its Form ADV filed July 23, 2026. Its clients include pooled investment vehicles. It is paid through performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 172022
- SEC file number
- 801-136719
- SEC status
- Approved, effective August 5, 2026
- Main office
- 1351 N Alma School Road Suite #205, Chandler, AZ 85224
- Phone
- (979) 365-0221
- Website
- numerixsquant.com
- Regulatory AUM
- $400,000,000 in the Form ADV filed July 23, 2026
- Discretionary AUM
- $400,000,000
- Accounts
- 2
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- performance based fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $400 million |
Other advisers in Arizona
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| WT Wealth Management, LLC | Scottsdale | $419.1 million | Not listed | adviserinfo.sec.gov |
| Heffernan Advisory, Inc. | Flagstaff | $409.6 million | Not listed | adviserinfo.sec.gov |
| Sterling Investment Management, LLC | Tucson | $409.2 million | Not listed | adviserinfo.sec.gov |
| Greenberg Financial Group | Tucson | $406.9 million | Not listed | adviserinfo.sec.gov |
| Triton Wealth Management, PLLC | Sun City | $405.1 million | Not listed | adviserinfo.sec.gov |
| Luminvest Wealth Management LLC | Scottsdale | $398 million | Not listed | adviserinfo.sec.gov |
| Southwest Investment Advisors, Inc. | Tucson | $386.9 million | Not listed | adviserinfo.sec.gov |
| Buttonwood Capital Management (BCM) | Scottsdale | $380.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Arizona
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Numerixs Investment Technologies Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.