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Xtellus Advisors LLC
SEC-regulated
Registered investment advisor
Xtellus Advisors LLC is an investment advisory firm established in 2021, based in New York, New York. The firm specializes in providing discretionary investment advisory services to private pooled investment vehicles intended for institutional and sophisticated investors. Xtellus Advisors offers broad and flexible investment authority tailored to each client's specific investment objectives outlined in governing documents. As of December 31, 2022, the firm managed approximately $43,489,618 in regulatory assets under management on a discretionary basis. Clients are charged a management fee of up to 2% of assets under management, payable quarterly, and may be subject to a performance fee of up to 20% of income, gains, and losses derived from portfolio investments. The firm's investment strategy focuses on capital appreciation through growth-oriented private and public market investments, with a cross-border capital approach seeking exposure to institutional quality opportunities. Xtellus Advisors emphasizes risk factors, highlighting the potential for substantial loss and the speculative nature of investments in less established companies. The firm operates as a fiduciary, acting in the best interests of clients, and maintains a Code of Ethics to ensure fair dealings and compliance with securities laws. Xtellus Advisors provides investment advisory services on a discretionary basis, with investment opportunities allocated based on assets under management and other factors.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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