XY Investments

RIASEC Registered
Total AUM
$7.5M
Discretionary
$7.5M
100% of AUM
Avg account
$3.7M
Accounts
2
Employees
4
Advisory reps
1

Firm details

Headquarters
Hong Kong,
CRD number
306443
Registered since
January 16, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

XY Investments is organized as a hedge fund-style investment adviser that focuses on managing pooled investment vehicles for institutional clients. The firm registered with the SEC in 2020 and is owned by a combination of a foreign entity and an individual. Its advisory mandate is portfolio management for pooled vehicles rather than acting as a separate capital allocator or pension consultant. The firm charges a mix of asset-based and performance-based fees, consistent with hedge fund economics. XY Investments does not identify as an active ESG investor and is not reported as a multi-state adviser or a related adviser to another registered manager.

Assets & Accounts

Investments & Alternatives

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth