Xdus Fund Advisor
Firm details
- Headquarters
- East Longmeadow, Massachusetts
- CRD number
- 328236
- Registered since
- September 29, 2023
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Xdus Fund Advisor is a small, SEC-registered limited liability company that provides portfolio management services specifically for investment companies. The firm registered with the SEC in 2023 and reports a client base characterized as institutional. Ownership is listed as a combination of a domestic entity and an individual. Xdus charges fees as a percentage of assets under management and does not present itself as a capital allocator or a related adviser. It is not identified as an active ESG investor, does not serve as a pension consultant, and is not registered to operate in multiple states.
Assets & Accounts
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
2 of 2Brian Mackenzie
Chief Compliance OfficerCRD 5258949
Scott Riecke
Chief Portfolio ManagerCRD 2805398
Contacts
1 of 1
Sreevatsan Rajagopalan
Head Fund ConsultantCRD 7806647
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
East Longmeadow, MA
Hampden
Location
East Longmeadow, MA
Headquartered in East Longmeadow, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- Hampden
- Address
- 273 Westwood Ave
- Time zone
- ET (UTC-5)
- Office locations
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