A complete list of active advisors currently associated with Codex Capital Asset Management, L.L.C.
Warmer can help you find a great advisor at Codex Capital Asset Management, L.L.C. or one who fits your needs even better.
Codex Capital Asset Management, L.L.C. provides discretionary investment management through separately managed accounts to high‑net‑worth individuals and to pension and profit‑sharing plans. The firm maintains a $1,000,000 account minimum and reports a small client roster (18 clients), with no reported non‑HNW individual clients. The firm employs a fundamental, bottom‑up research process and typically pursues buy‑and‑hold equity strategies across capitalization ranges, including growth, value and style‑neutral mandates, and can manage global or country‑specific portfolios. Portfolios are managed on a discretionary basis and may be tailored to client‑specific restrictions, risk tolerances and investment objectives. Codex is unusual among supported firms for its high assets under management per advisor—roughly $304 million managed by a single advisor—which reflects concentrated client relationships and larger account sizes. Operationally, the firm does not aggregate client orders and reports no soft‑dollar or wrap‑program participation, practices that can influence trade execution and commission outcomes relative to many peers.
To learn more about the advisors currently working at Codex Capital Asset Management, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 2
|
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