{
  "crd_number": 171322,
  "slug": "dividex-management-llc-westwood-ma-171322",
  "primary_business_name": "DIVIDEX MANAGEMENT LLC",
  "legal_name": "DIVIDEX MANAGEMENT LLC",
  "dbas": [],
  "city": "Westwood",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-10-10",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 8,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "state_municipal": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "other",
    "performance_based"
  ],
  "advisory_activities": [
    "pension_consulting"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA"
  ],
  "websites": [
    "https://dividexanalytics.com",
    "https://dividexcos.com",
    "https://dividexmanagement.com",
    "https://linkedin.com/COMPANY/DIVIDEX"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171322",
  "city_as_filed": "WESTWOOD",
  "url": "https://advisorcensus.com/firm/dividex-management-llc-westwood-ma-171322",
  "display_name": "Dividex Management LLC",
  "summary": "Dividex Management LLC is an SEC-registered investment advisory firm in Westwood, MA, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Dividex Management LLC (CRD 171322): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Dividex Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Dividex Management LLC reports these compensation arrangements: performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Dividex Management LLC located?",
      "a": "Dividex Management LLC's principal office is in Westwood, MA, according to its Form ADV."
    },
    {
      "q": "Is Dividex Management LLC registered with the SEC or a state?",
      "a": "Dividex Management LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171322."
    },
    {
      "q": "How have Dividex Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Dividex Management LLC: Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Dividex Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171322"
    },
    {
      "q": "What changed in Dividex Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 7 to 8."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 6,
      "filing_date": "2021-09-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 6,
      "filing_date": "2022-05-03"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 6,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 6,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 7,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 8,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 8."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/dividex-management-llc-westwood-ma-171322.md",
  "clients": [
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171322",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}