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Adviser Profile

Registration status Registration Changed to XTELLUS ADVISORS LLC
As of Date 03/31/2024
Adviser Type - Mid-sized advisory firm
Number of Employees 3
of those in investment advisory functions 3
AUM* 43,489,618
of that, discretionary 27,850,693
Private Fund GAV* 0
Avg Account Size 8,697,924
SMA’s No
Private Funds 0 4
Contact Info 646 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

34M 29M 24M 19M 15M 10M 5M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary