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 LLC is an SEC-registered institutional registered investment adviser that identifies its primary advisory activity as portfolio management for investment companies. The firm appears structured as a limited liability company with ownership described as a mix of a domestic entity and an individual. Xdus Fund Advisor reports serving institutional clients and charges fees as a percentage of assets under management rather than performance-based or fixed-fee arrangements. The firm is not flagged as an active ESG investor and is not classified as a capital allocator or pension consultant. According to the snapshot data, Xdus Fund Advisor registered with the SEC in 2023 but is not listed as a multi-state or newly formed adviser, and it does not operate as a related adviser to another entity.
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 2
Scott Riecke
Chief Portfolio ManagerCRD 2805398
Brian Mackenzie
Chief Compliance OfficerCRD 5258949
Contacts
1 of 1Sreevatsan 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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