SourcingSourcing

DIVIDEX MANAGEMENT LLC

C25
CRD 171322·SEC 801-80353·WESTWOOD, MA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DIVIDEX MANAGEMENT LLC
CRD
171322
SEC file #
801-80353
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
8
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
4 advisors → 8 advisors▲ +100%
Primary office
WESTWOOD MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Pension consulting
Fee basis
Performance-based feesOther Compensation

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
dividexmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
IPRI, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
IPRI, LLC
SCHWARTZ, IRWIN, BENNET
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DIVIDEXMANAGEMENT.COM
Rdap Domain Creation Date
2013-11-07T23:08:50Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
IONOS SE

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-07T23:08:50Z
Rdap Domain Last Changed
2025-11-08T08:46:22Z
Rdap Nameservers
Ns1072.ui-dns.bizNs1072.ui-dns.comNs1072.ui-dns.deNs1072.ui-dns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (2)

2
SCHWARTZ, IRWIN, BENNET
Executive Officer · 2.5%
6390677
Adams, William, Whiting
Executive Officer · 2.5%
7546536