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Xd Fund Advisor LLC

● SEC registered since 2023CRD 328236SEC# 801-128841Windsor Locks, CT
Export (members)
Reg. AUM
$1.8M
Employees
1
Accounts
1
Location
Windsor Locks, CT

Xd Fund Advisor LLC assets under management

Xd Fund Advisor LLC is an SEC-registered investment adviser based in Windsor Locks, CT. The firm has been registered since 2023. It reports $1.8 million in regulatory assets under management and employs 1 people.

Xd Fund Advisor LLC owners & executives

5 reported
NameTitleOwnershipSince
Brian Thomas MacKenzieChief Compliance OfficerUnder 5%2025
Netxd Inc. ControlMemberOver 75%2023
Scott Frederick Riecke ControlChief Portfolio ManagerUnder 5%2023
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Frequently asked questions

How much does Xd Fund Advisor LLC manage?

Xd Fund Advisor LLC reports $1.8 million in regulatory assets under management on its Form ADV.

How many employees does Xd Fund Advisor LLC have?

Xd Fund Advisor LLC reports 1 employees.

Where is Xd Fund Advisor LLC located?

Xd Fund Advisor LLC is based in Windsor Locks, CT and has been SEC-registered since 2023.

Does Xd Fund Advisor LLC disclose fund performance?

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

Contact & registration

Address1 Corporate Drive, Suite #100, Windsor Locks, CT 06096
Phone860-338-8384
Office hours8:00a.m.- 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.8M
Non-discretionary$0
Total (RAUM)$1.8M