Radix Organization Inc

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Radix Organization Inc
CRD #172791
SEC #801-80346
CIK #
AUM 200.1 M (2026-03-23)
Employees 4 (75% Investors, 0% Brokers)
Fees
Minimum
Phone212-697-9141
Address501 E 79th Street
New York, NY 10075
Source [IAPD]
Total AUM ($M)
2502001501005002010201520212027
Fees and Compensation — Form ADV Part 2A (3/23/2026) [Brochure]
Item 5 Fees and Compensation
Portfolio Management Services
Our fee for portfolio management services is based on a percentage of your assets we manage and is
set forth in the following fee schedule:

Assets Under Management                 Annual Fee
 Up to $1,000,000                       1.50%
$1,000,001 - $5,000,000                 1.00%
Over $5,000,000                         0.75%

Our annual portfolio management fee is billed and payable quarterly in arrears based on the value of
your account on the last day of the quarter. If the portfolio management agreement is executed at any
time other than the first day of a calendar quarter, our fees will apply on a pro rata basis, which means
that the advisory fee is payable in proportion to the number of days in the quarter for which you are a
client. Our advisory fee is negotiable, depending on individual client circumstances.

At our discretion, we may combine the account values of family members living in the same household
to determine the applicable advisory fee. For example, we may combine account values for you and
your minor children, joint accounts with your spouse, and other types of related accounts. Combining
account values may increase the asset total, which may result in your paying a reduced advisory fee
based on the available breakpoints in our fee schedule stated above.

We will deduct our fee directly from your account through the qualified custodian holding your funds
and securities only when you have given our firm written authorization permitting the fees to be paid
directly from your account. Further, the qualified custodian will deliver an account statement to you at
least quarterly. These account statements will show all disbursements from your account. You should
review all statements for accuracy. In limited circumstances and in our sole discretion, we may invoice
you directly for our fee in lieu of directly deducting our fee from your account. All terms and payment
arrangements will be evidenced in the advisory agreement that you execute with our firm.

You may terminate the portfolio management agreement upon 7-days' written notice to our firm. You
will incur a pro rata charge for services rendered prior to the termination of the portfolio management
agreement, which means you will incur advisory fees only in proportion to the number of days in the

quarter for which you are a client. We encourage you to review the statement(s) you receive from the
qualified custodian. If you find any inconsistent information with the statement(s) you receive from the
qualified custodian, please call our main office number located on the cover page of this brochure.

Portfolio Consulting Services
Our annualized fee for Portfolio Consulting services is consistent with the fee schedule under our
Portfolio Management Services (see tiered fee schedule above), which may range up to 1.50% of your
portfolio assets. Our fee for this service is billed either monthly or quarterly in arrears. Our fees will be
assessed pro rata in the event that the advisory agreement is executed at any time other than the first
day of a billing period. In certain circumstances, we may also offer Portfolio Consulting Services for a
fixed fee rather than a percentage of your portfolio assets. Our fixed fee for Portfolio Consulting
Services may range up to $50,000, and will be due and payable in either monthly or quarterly in arrear
installments. In limited circumstances, we may charge a fixed fee higher than our stated maximum
where the client's financial circumstances are more complex in nature. Clients engaging our firm
for Portfolio Consulting Services will either be invoiced for payment, or the client can authorize the
acting custodian to deduct the fee from a managed the client for which we are also engaged for
advisory services. All terms of our engagement will be clearly stated in the advisory agreement you
sign with our firm.

You may terminate the Portfolio Consulting Agreement upon 7-days' written notice to our firm. You will
incur a pro rata charge for services rendered prior to termination, which means you will incur advisory
fees only in proportion to the number of days in the month or quarter for which you are a client.

Selection of Other Advisers
Advisory fees charged by TPAMs are separate and apart from our advisory fees. Advisory fees that
you pay to the TPAM are established and payable in accordance with the disclosure brochure provided
by each TPAM to whom you are referred. These fees may or may not be negotiable. You should
review the recommended TPAM's disclosure brochure and take into consideration the TPAM's fees
along with our fees to determine the total amount of fees associated with this program.

You may be required to sign an agreement directly with the recommended TPAM(s). You should
review each TPAM's disclosure brochure for specific information on how you may terminate your
advisory relationship with the TPAM and how you may receive a refund, if applicable. You should
contact the TPAM directly for questions regarding your advisory agreement with the TPAM.

Additional Fees and Expenses
As part of our investment advisory services to you, we may invest, or recommend that you invest, in
mutual funds and exchange traded funds. The fees that you pay to our firm for investment advisory
services are separate and distinct from the fees and expenses charged by mutual funds or exchange
traded funds (described in each fund's prospectus) to their shareholders. These fees will generally
include a management fee and other fund expenses. You will also incur transaction charges and/or
brokerage fees when purchasing or selling securities. These charges and fees are typically imposed by
the broker-dealer or custodian through whom your account transactions are executed. We do not
share in any portion of the brokerage fees/transaction charges imposed by the broker-dealer or
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/23/2026) [Brochure]
Item 7 Types of Clients
We offer investment advisory services to individuals and high net worth individuals.

In general, we do not require a minimum dollar amount to open and maintain an advisory account;
however, we have the right to terminate your account if it falls below a minimum size which, in our sole
opinion, is too small to effectively manage.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 90 196.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 3 1.4
(h) Charitable organizations 2 2.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 145 200.1
By Discretionary
Discretionary 144 139.1
Non-Discretionary 1 60.9
Total 145 200.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 200.1
Total 145 200.1
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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