XALTS

RIASEC RegisteredEst. 2021
Total AUM
$92.3M
Discretionary
$92.3M
100% of AUM
Avg account
$92.3M
Accounts
1
Employees
7
Advisory reps
6

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
314283
Registered since
September 1, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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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

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • MILDRED FORBES

    Chief Compliance OfficerCRD 4519791

  • MICHAEL ORR

    Managing Director, Chief Investment OfficerCRD 2422464

  • MCCULLOUGH WILLIAMS

    President, COOCRD 2692206

Unlock 2 more executives

Contacts

1 of 1
  • MARQUETTE CHESTER

    Senior Managing DirectorCRD 1233792

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth