BXSYBexil Investment Trust

About Bexil Investment Trust (BXSY)

Bexil Investment Trust (BXSY) is a Asset Management company headquartered in Rochester, NY, United States whose shares trade over-the-counter on the Pink tier.

Bexil Investment Trust (the "Fund")(OTC ticker: BXSY) is a Delaware statutory trust registered under the Investment Company Act of 1940, as amended (the "1940 Act"), as a diversified, closed end management investment company. The Fund's primary investment objective is to seek high current income. Capital appreciation is a secondary objective. The Fund seeks to achieve its objectives by investing, under normal circumstances, at least 50% of its total assets in income generating equity securities, including dividend paying common stocks, convertible securities, preferred stocks, securities of registered investment companies (including, but not limited to, closed end and open end management investment companies, and business development companies (collectively, "investment companies"), exchange-traded funds organized as investment companies or otherwise, real estate investment trusts, depositary receipts, and other equity related securities (collectively, "Income Generating Equity Securities")

Products and services

Bexil Investment Trust (the “Fund”)(OTC ticker: BXSY) is a Delaware statutory trust registered under the Investment Company Act of 1940, as amended (the “1940 Act”), as a diversified, closed end management investment company. The Fund’s primary investment objective is to seek high current income. Capital appreciation is a secondary objective. The Fund seeks to achieve its objectives by investing, under normal circumstances, at least 50% of its total assets in income generating equity securities, including dividend paying common stocks, convertible securities, preferred stocks, securities of registered investment companies (including, but not limited to, closed end and open end management investment companies and business development companies (collectively, “investment companies”)), exchange-traded funds organized as investment companies or otherwise, real estate investment trusts, depositary receipts, and other equity related securities (collectively, “Income Generating Equity Securities”).

BXSY key facts

Ticker symbol

BXSY

Market tier

Pink

Sector

Financial Services

Industry

Asset Management

Headquarters

Rochester, NY, United States

Country of incorporation

US

Year of incorporation

2012

Employees

8

Estimated market cap

$151.91M (as of Apr 9, 2025)

Shares outstanding

12,928,218

Reporting standard

U.S. Reporting: SEC Reporting - Investment Company

Audit status

Audited

Fiscal year end

12/31

Bexil Investment Trust leadership

• Thomas Winmill — CEO, Chief Legal Officer, President
• Thomas O'Malley — CFO, Vice President, Chief Accounting Officer, Treasurer
• Russell Kamerman — Secretary, CCO, General Counsel
• Louis Soulios — VP, Fin.
• Mark C. Winmill — Vice President
• Heidi Keating — Vice President
• Donald Klimoski II — Asst. Secretary, Other
• Daniel Ross — Other

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