SourcingSourcing

INDEX TECHNOLOGIES GROUP LLC

C22
CRD 327771·SEC 801-128809·NEW YORK, NY
AUM
$178.3M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$535K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INDEX TECHNOLOGIES GROUP LLC
CRD
327771
SEC file #
801-128809
EIN
990924816
DBA names
—

Economics

AUM
$178.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$105.0M → $178.3M▲ +70%
Client mix
Individuals High Net Worth22
Individuals Other10
Charitable Organizations8

Operations

Employees (total)
7
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
4 advisors → 6 advisors▲ +50%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INDEX TECHNOLOGIES HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
INDEX TECHNOLOGIES HOLDINGS, LLC
CUTTER, MARIA
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
fallback_guess:indextechnologies.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002095322
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-12
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0001172661-26-001563

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
10 E. 53RD STREETFL14NEW YORK, NY 10022
Business
10 E. 53RD STREETFL14NEW YORK, NY 10022
Edgar EIN
990924816
Edgar Recent Filings
13F-HR2026-04-29 · 0001172661-26-001563
13F-HR2026-02-12 · 0001172661-26-000673
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (8)

8
CUTTER, MARIA
IAR · Executive Officer · 2.5%
5512674
DuPrau, Jon, A
IAR · Executive Officer · 2.5%
4349379
MICHAEL JAMES DURETTE
Executive Officer · 2.5%
4935253
Brett Adam Faitlowicz
IAR
7234102
HENRY JOSEPH BENTON
IAR
8126856
MICHAEL CHARLES LEDERER
IAR
6544652
ANDREW RAYMOND ZORAIAN
IAR
8122636
KENNETH BYRON ELLIOTT
IAR
6670332