XTELLUS ADVISORS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
313437
Registered since
July 19, 2024

Firm profile

FINTRX

Overview

Xtellus Advisors LLC is a limited liability company that registered with the SEC in 2024. The firm is listed as an unclassified adviser and is owned by a domestic entity/individual. It does not present itself as a capital allocator or an ESG-driven investor, and it is not registered as a multi-state adviser or a pension consultant. Regulatory and business-activity tags indicate Xtellus functions in multiple capacities beyond advisory: broker-dealer, other investment adviser, and sponsor/GP/managing member of pooled investment vehicles. The firm shows a focus on private equity and fund-of-funds activity, including allocations to third-party external alternative managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • GREGORY GIGLIOTTI

    CEO and Chief Investment OfficerCRD 2869386

  • PAUL SWIGART

    CEOCRD 4580213

  • STEPHEN ZAK

    COO & CCOCRD 2423424

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
2601 S Bayshore Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth