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DIVIDEX MANAGEMENT LLC

SEC Registered

Helping Manage The Often Unmanaged Asset

WESTWOOD, MAhttps://dividexmanagement.com781-636-5070
Assets Under Management
Not disclosed
Employees
8
Office Locations
1 office
Total Accounts

About the firm

DIVIDEX Management, LLC and DIVIDEX Analytics LLC were developed to help plan sponsors and fund managers seeking a more cost-effective means to effectively manage securities litigation payouts as a portfolio asset, enhance their fiduciary oversight, and improve recoveries. The firm defines securities litigation payouts as "DIVIDEX®" — an alternative asset flowing from domestic and foreign-traded portfolio holdings, analogous to dividends from equity holdings.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Charitable Organizations

Areas of expertise

Securities LitigationPayout RecoveryFiduciary OversightInstitutional InvestorsPension PlansAlternative AssetsESGCorporate GovernancePortfolio Management

Services

Finding, tracking, and recovering securities litigation payouts; helping clients manage securities litigation exposures, evaluate actions to improve recoveries, recover assets, and confirm receipt of full amounts due through reconciliation processes

Who they serve

Institutional investors, pension plans, plan sponsors, and fund managers

Leadership

Llc Ipri
DIRECT OWNER
Irwin Bennet Schwartz
MANAGING MEMBER
Irwin Bennet Schwartz
PRESIDENT, MANAGING MEMBER
Kayla Costa
CHIEF COMPLIANCE OFFICER
Ipri Trust Natasha L Egan Ttee
TRUST

Office locations

1 office in 1 state
MA
WESTWOODHQ

Regulatory & compliance

CRD number
#171322
SEC Number
801-80353
Disciplinary History
No
Fee Model & Minimums
Model: Performance-based / Other

Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DIVIDEX MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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DIVIDEX MANAGEMENT LLC in WESTWOOD, MA | AdvisorFinder