Fenix Trading

Fenix Asset Management, LLC, operating as Fenix Trading, is an investment advisory firm based in New York City, established in 2017. As of March 1, 2025, the firm manages approximately $107.3 million in assets on a discretionary basis and $25.4 million on a non-discretionary basis. The firm offers investment management and supervision services, including discretionary and non-discretionary accounts. Clients may establish accounts with a minimum of $25,000, with fees based on a sliding scale percentage of assets under management. Advisory fees are calculated and billed monthly, quarterly, semi-annually, or annually, with a minimum annual fee applicable. The firm follows a fiduciary duty to act in the best interests of clients, avoiding practices that may disadvantage clients. Investment strategies at Fenix include fundamental and technical analysis, strategic asset allocation, and the use of passive-managed index and exchange-traded funds. The firm may also engage sub-advisors to manage client accounts. Clients receive regular account statements and have access to timely confirmations of transactions. Fenix Asset Management does not charge performance-based fees and does not accept voting authority for client securities. The firm's advisors have diverse educational backgrounds and industry experience, providing professional advisory services to high net worth individuals throughout Latin America. The firm has not been involved in any disciplinary actions. Clients may contact the firm for further information or to obtain a copy of the Code of Ethics.