HX INVESTMENT ADVISOR, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
328359
Registered since
September 14, 2023

Firm profile

FINTRX

Overview

HX Investment Advisor, Inc. is a corporation that registered with the SEC in 2023 and is owned by an individual. The firm does not report a traditional advisory client base or retail account assets; instead its activity centers on sponsoring and managing pooled investment vehicles. Its stated industry roles include sponsor, general partner and managing member of pooled funds, which positions the firm as an active manager of private, pooled capital rather than a conventional RIA serving a large number of advisory clients. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not classified as a pension consultant or related adviser. Given the combination of owner-type and sponsoring activity, HX Investment Advisor, Inc. appears structured to run discrete private vehicles and to serve a set of investors through those vehicles rather than to build a broad advisory book of retail accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • GUILLERMO BORDA

    Managing PartnerCRD 3045765

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
701 Avenida de las Americas
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth