Repex Investment Management Co., Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Repex Investment Management Co., Inc. provides discretionary portfolio management and related advisory services to individual investors, including high-net-worth households. The firm reports approximately $54.6 million in assets under management across about 59 client relationships and uses a percentage-of-AUM fee model common among peers.
The firm’s Form ADV brochure outlines its methods of analysis, investment strategies, and the risks of loss, and describes its practices for account review and investment discretion. The brochure also addresses custody arrangements and the firm’s procedures for voting client securities, indicating operational controls over client assets.
Notably for a two-advisor firm, the brochure includes a dedicated section on performance-based fees and side-by-side management and discloses other financial industry activities and affiliations, along with personal trading and participation-in-client-transactions policies. The disclosure spans multiple continuation pages, signaling a level of business complexity and potential conflicts that prospective clients may wish to review in detail.
Client services
Main office
550 Durie Avenue
Closter NJ 07624-0577
Advisors at this office
2
Most active in
Massachusetts · New Jersey · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
David S
Series 63, Series 65
Closter, NJ
Repex Investment Management Co., Inc.
David Sokolower is a financial advisor at Repex Investment Management Co., Inc. with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Repex & Co., Inc. since 1982. Repex Investment Management Co., Inc. provides discretionary portfolio management and advisory services primarily to individual and high-net-worth investors, managing approximately $54.6 million in assets across 59 client relationships. The firm employs a percentage-of-assets-under-management fee model and outlines its investment strategies, operational controls, and regulatory disclosures in its Form ADV brochure.
Douglas S
Series 63, Series 65
Closter, NJ
Repex Investment Management Co., Inc.
Douglas Sokolower is a financial advisor with Repex Investment Management Co., Inc. in Closter, NJ, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Repex and Co., Inc. from 2013 to 2018 before joining Repex Investment Management Co., Inc. in 2019. Repex Investment Management Co., Inc. is a state-registered investment adviser managing approximately $52 million for about 59 primarily individual and high-net-worth clients. The firm provides portfolio management and advisory services under discretionary and non-discretionary arrangements, operating with a small team and a concentrated client base.
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