XTELLUS ADVISORS LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 313437
- Registered since
- July 19, 2024
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3GREGORY GIGLIOTTI
CEO and Chief Investment OfficerCRD 2869386
PAUL SWIGART
CEOCRD 4580213
STEPHEN ZAK
COO & CCOCRD 2423424
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
H20 CAPITAL INNOVATION, LLC
Exempt Reporting AdvisorMIAMI, FL
PRINCIPIA GLOBAL CAPITAL LLC
Exempt Reporting AdvisorMIAMI, FL
HELM INVESTMENT PARTNERS, LLC
Exempt Reporting AdvisorMIAMI, FL
CREW CAPITAL MANAGEMENT, LLC
Exempt Reporting AdvisorMIAMI, FL
PINE TREE EQUITY MANAGEMENT IV, LP
Exempt Reporting AdvisorMIAMI, FL
POLYTOPE RESEARCH LLC
Exempt Reporting AdvisorMIAMI, FL