# Index Technologies Group LLC

> Index Technologies Group LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 327771
- Filed as: INDEX TECHNOLOGIES GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327771
- AdvisorCensus page: https://advisorcensus.com/firm/index-technologies-group-llc-new-york-ny-327771

## Quick answers

**How is Index Technologies Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Index Technologies Group LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Index Technologies Group LLC located?**
Index Technologies Group LLC's principal office is in New York, NY, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Index Technologies Group LLC registered with the SEC or a state?**
Index Technologies Group LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327771.

**How much does Index Technologies Group LLC manage?**
Index Technologies Group LLC reports $178,270,658 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary).

**How have Index Technologies Group LLC's assets and staff changed since 2023?**
In the Form ADV data for Index Technologies Group LLC: Regulatory assets under management: $0 in the October 2023 data and $178,270,658 in the October 2026 data. Total employees: 4 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Index Technologies Group LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (22); individuals (other than high net worth individuals) (10); charitable organizations (8).

**Which custodians does Index Technologies Group LLC use?**
Index Technologies Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Index Technologies Group LLC report any disciplinary disclosures?**
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/327771

**Does Index Technologies Group LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 27, 2026 says: "In general, we do not require a minimum dollar amount to open and maintain an advisory account; however, we have the right to terminate your account if it becomes, in our sole opinion, too small to manage effectively."

**What changed in Index Technologies Group LLC's recent Form ADV filings?**
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 27, 2026)

- Account minimum: None

> In general, we do not require a minimum dollar amount to open and maintain an advisory account; however, we have the right to terminate your account if it becomes, in our sole opinion, too small to manage effectively.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $178,270,658
- Discretionary: $178,270,658
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $3,386,607 |
| High net worth individuals | 22 | $26,573,899 |
| Charitable organizations | 8 | $147,611,913 |
| Other investment advisers | Fewer than 5 | $698,239 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (3 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- superdex.com
- LinkedIn @indextechnologiesgroup
- LinkedIn @superdex

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 4 | September 13, 2023 |
| October 2024 | $28,684,651 | 4 | September 20, 2024 |
| October 2025 | $104,951,495 | 6 | June 30, 2025 |
| October 2026 | $178,270,658 | 7 | April 27, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $178,270,658 in the October 2026 data.
Total employees: 4 in October 2023 and 7 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 4 to 6.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Regulatory assets under management went from $104,951,495 to $183,370,575 (+75%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Index Technologies Group LLC (CRD 327771): Form ADV filing data as of October 2026.