Index Investments LLC (Eagleville)

Index Investments LLC is an investment adviser to an investment company based in Eagleville. It manages $7.45 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002.

Index Investments provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Index Investments: assets under management

The assets under management (AUM) of Index Investments LLC is $7.45 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $7.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.45 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Index Investments LLC for their services and products based on a percentage of assets under management. 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.

What kind of clients Index Investments serves?

The only and largest group of clients of Index Investments is investment companies with 1 clients and $7.45 million of assets under management. Among the 3 most similar advisory firms, Index Investments has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $7.45 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Index Investments doesn't advise any private funds.

Careers at Index Investments LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Clifford Alan Goldstein	President, ceo, chief compliance officer	1 Aug 2002	50% - 75%	3142960
Gadi Israel Beer	Vice president	1 Aug 2002	25% - 50%	3207239
Larry Edward Beaver	Cfo	1 May 2003	Other	4935156

Based in Eagleville

The principal office where Index Investments LLC performs its advisory services is located at 970 Rittenhouse Rd, Eagleville, PA 19403, 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 610-666-8426 or by fax 610-666-7704. The normal business hours are 9:00am - 5:00pm on Monday - Friday.