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Xa Investments LLC

● SEC registered since 2017CRD 284005SEC# 801-110653Chicago, IL
Export (members)
Reg. AUM
$950M
Employees
17
Accounts
3
Location
Chicago, IL

Xa Investments LLC assets under management

Xa Investments LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2017. It reports $950 million in regulatory assets under management and employs 17 people.

Xa Investments LLC owners & executives

8 reported
NameTitleOwnershipSince
Benjamin David McCulloch ControlManaging Director And General Counsel And CcoUnder 5%2021
John Flinn Spence ControlCo-CeoUnder 5%2016
Kimberly Ann Flynn ControlPresidentUnder 5%2016
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Frequently asked questions

How much does Xa Investments LLC manage?

Xa Investments LLC reports $950 million in regulatory assets under management on its Form ADV.

How many employees does Xa Investments LLC have?

Xa Investments LLC reports 17 employees.

Where is Xa Investments LLC located?

Xa Investments LLC is based in Chicago, IL and has been SEC-registered since 2017.

Does Xa Investments LLC disclose fund performance?

Xa Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address321 N. Clark Street, Suite 2430, Chicago, IL 60654
Phone312-374-6930
Office hours9:00 - 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$950M
Non-discretionary$0
Total (RAUM)$950M