XDUS FUND ADVISOR
Firm details
- Headquarters
- WINDSOR LOCKS, Connecticut
- 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 investment adviser organized as a limited liability company that focuses on portfolio management for investment companies. The firm targets an institutional client base and charges fees as a percentage of assets under management. Since its SEC registration in 2023, Xdus Fund Advisor has positioned itself as an adviser to at least one pooled vehicle rather than a broad retail clientele. The firm's profile—single-client, single-account and modest AUM—suggests a specialized operating model: providing direct portfolio management services to an investment company or similar institutional vehicle. Xdus Fund Advisor is not an active ESG investor, is not registered as a multi-state adviser, and does not report pension consulting or capital allocator activities.
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
Owners & executives
2 of 2BRIAN MACKENZIE
Chief Compliance OfficerCRD 5258949
SCOTT RIECKE
Chief Portfolio ManagerCRD 2805398
Contacts
1 of 1Sreevatsan Rajagopalan
Head Fund ConsultantCRD 7806647
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WINDSOR LOCKS, CT
HARTFORD
Location
WINDSOR LOCKS, CT
Headquartered in WINDSOR LOCKS, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- HARTFORD
- Address
- 1 Corporate Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
PROSOPHIA ADVISORS, LLC
RIADARIEN, CT
IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY
RIAWATERFORD, CT
EIA INVESTMENTS LLC
RIASALISBURY, CT
SENECA WEALTH ADVISORS, LLC
RIAWESTPORT, CT
EDGON ADVISORY LLC
RIAHARTFORD, CT
MORGAN HOUSE CAPITAL, LLC
RIAEAST HARTFORD, CT