Xetfs

Overview

Xetfs is a corporate-structured, institutional registered investment adviser that primarily serves institutional clients. The firm is registered with the SEC (registration year listed as 2026) and reports portfolio management for investment companies as its core advisory activity. Ownership is held by an individual and the firm charges fees based on a percentage of assets under management plus other fee arrangements. Xetfs does not identify as an active ESG investor and does not operate as a multi-state adviser. It also indicates it is not a capital allocator or a pension consultant. The firm also lists sponsor, general partner and managing member roles for pooled investment vehicles, which suggests Xetfs both manages investment company strategies and performs sponsor/manager functions for pooled or managed-fund structures on behalf of institutional clients.

Assets & Accounts

Investments & Alternatives

Location & Offices