X CUBED CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2022
Total AUM
$184M
Discretionary
$184M
100% of AUM
Avg account
$61.3M
Accounts
3
Employees
9
Advisory reps
2

Firm details

Headquarters
MINNEAPOLIS, Minnesota
CRD number
313966
Registered since
July 22, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

X Cubed Capital Management LLC is a hedge fund–style investment manager organized as an LLC and registered with the SEC in 2022. The firm targets institutional clients and operates primarily as a sponsor and manager of pooled investment vehicles, performing portfolio management for those vehicles and serving in roles such as general partner and managing member. Its operating model includes commodity pool/operator or commodity trading advisor activities (CPO/CTA). Compensation is a mix of an asset-based fee and performance-linked fees, consistent with a manager running pooled strategies where incentive alignment is typical. The firm does not present itself as a capital allocator to third-party managers, and it is not flagged as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

1 of 1
  • Wendy Angeles

    Chief Administrative Officer and Chief Compliance OfficerCRD 7551942

Contacts

1 of 1
  • ANDREW REDLEAF

    FounderCRD 2360877

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

MINNEAPOLIS, MN

HENNEPIN

Location

MINNEAPOLIS, MN

Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
3033 Excelsior Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth