XY Investments
RIASEC RegisteredEst. 2020
Total AUM
$8.9M
Discretionary
$8.9M
100% of AUM
Avg account
$3M
Accounts
3
Employees
3
Advisory reps
1
Firm details
- Headquarters
- Hong Kong,
- CRD number
- 306443
- Registered since
- January 16, 2020
- Website
- www.xy-inv.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Xy Investments operates as a hedge fund and is focused on portfolio management for pooled investment vehicles. Established in 2020, the firm is classified as a foreign entity and caters primarily to institutional clients. Xy Investments employs a fee structure that includes a percentage of assets under management and performance-based fees. The firm does not actively engage in ESG investing and is not affiliated with any pension consulting activities.
Assets & Accounts
Public Holdings
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
Contacts
1 of 1Tony Tang
OwnerCRD 7202099
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
Hong Kong, null
Location
Hong Kong, null
Headquartered in Hong Kong, null.
- Address
- Unit 746 7f Low Block Grand Millennium Plz
- Office locations
Similar firms
Grand Street Capital Management, L.L.C.
RIAWinston Salem, NC
AUM $8.9MTEAM 1REPS 2
Life Story Financial
RIAAUM $8.9MTEAM 1REPS 1
Elevate Financial
RIAAUM $8.9MTEAM 1REPS 1
Chess Financial Planning LLC
RIAAUM $8.9MTEAM 1REPS 1
Stonehurst Capital Management, LLC
RIAAUM $8.9MTEAM 1REPS 1
Covington Investment Management, LLC
RIANew Orleans, LA
AUM $8.9MTEAM 3REPS 3