XA INVESTMENTS

Overview

XA Investments LLC is a small institutional-focused adviser that registers as a commodity pool operator/commodity trading advisor and provides portfolio management for investment companies. The firm’s structure as an LLC and its CPO/CTA designation point to a primary emphasis on commodity and derivatives-based strategies rather than traditional long-only equity models. XA Investments charges fees as a percentage of assets under management and lists institutional clients as its core market. It does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm’s activities include acting in a trading/advisory capacity for pooled vehicles and serving as portfolio manager to investment companies, which indicates it operates both as a manager of commingled commodity strategies and as an adviser or sub-adviser to fund structures. XA Investments also has an affiliation with a broker-dealer, which supports trade execution and operational connectivity for its commodity and derivative programs.

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Location & Offices