CX INSTITUTIONAL, LLC
CRD 292627 · Source month: August 2026
Reported business facts
- CRD number
- 292627Reported in SEC monthly data
- Legal name
- CX INSTITUTIONAL, LLCReported in SEC monthly data
- Regulatory assets under management
- $4,464,692,612.00Reported in SEC monthly data
- Employees
- 130Reported in SEC monthly data
- Employees performing advisory functions
- 73Reported in SEC monthly data
- Individual clients (other than high net worth)
- 2,997Reported in SEC monthly data
- High net worth individual clients
- 1,556Reported in SEC monthly data
- Banking or thrift institution clients
- Not reportedObserved missing state
- Investment company clients
- Not reportedObserved missing state
- Business development company clients
- Not reportedObserved missing state
- Other pooled investment vehicle clients
- Not reportedObserved missing state
- Pension and profit-sharing plan clients
- Not reportedObserved missing state
- Charitable organization clients
- 7Reported in SEC monthly data
- State or municipal government clients
- Not reportedObserved missing state
- Other investment adviser clients
- Not reportedObserved missing state
- Insurance company clients
- SuppressedReported in SEC monthly data
- Sovereign wealth fund or foreign official clients
- Not reportedObserved missing state
- Corporation or other business clients
- SuppressedReported in SEC monthly data
- Other clients
- Not reportedObserved missing state
Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.
Sources and verification
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This directory uses monthly snapshots. The current official record may contain newer filings or registration information.
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