Xdus Fund Advisor
Firm details
- Headquarters
- East Longmeadow, Massachusetts
- CRD number
- 328236
- Registered since
- September 29, 2023
- Website
- www.xdfundadvisor.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Xdus Fund Advisor is an institutional registered investment adviser that provides portfolio management services to investment companies. The firm is structured as a limited liability company and serves an institutional client base under a percentage-of-assets fee model. Xdus Fund Advisor is registered with the SEC, having completed registration in 2023. The adviser indicates it is not an active ESG investor and does not function as a capital allocator or pension consultant. It is not a multistate adviser and has no related-adviser designation listed.
Assets & Accounts
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
Location
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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