XALTS
Firm details
- Headquarters
- PHILADELPHIA, Pennsylvania
- CRD number
- 314283
- Registered since
- September 1, 2021
- Website
- www.xponance.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Xalts is a limited liability company that operates as a private equity fund manager and SEC-registered adviser (registered in 2021). The firm targets institutional clients and focuses on portfolio management for pooled investment vehicles, acting in sponsor/GP and managing-member roles for those vehicles. Ownership structure includes both a domestic entity and individual owners, and the firm is identified as a related adviser to other entities. Fee arrangements combine a percentage-of-assets component with performance-based fees. Xalts does not self-identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5MILDRED FORBES
Chief Compliance OfficerCRD 4519791
MICHAEL ORR
Managing Director, Chief Investment OfficerCRD 2422464
MCCULLOUGH WILLIAMS
President, COOCRD 2692206
Contacts
1 of 1MARQUETTE CHESTER
Senior Managing DirectorCRD 1233792
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PHILADELPHIA, PA
PHILADELPHIA
Location
PHILADELPHIA, PA
Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- PHILADELPHIA
- Address
- 1845 Walnut St
- Time zone
- ET (UTC-5)
- Office locations
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