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Xo Capital LLC

CRD 316320SEC# 801-122473
Export (members)
No longer SEC-registered. Xo Capital LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$186.6M
Employees
5
Accounts
171
Location
—

Xo Capital LLC assets under management

Xo Capital LLC is an SEC-registered investment adviser. It reports $186.6 million in regulatory assets under management and employs 5 people.
View on SEC.gov ↗

Xo Capital LLC owners & executives

2 reported
NameTitleOwnershipSince
Adam Bryan Stern ControlCeo And Managing Member50-75%2021
Jason Ramsay Oclaray ControlPresident, Chief Operating Officer & Chief Compliance Officer50-75%2021

Frequently asked questions

How much does Xo Capital LLC manage?

Xo Capital LLC reports $186.6 million in regulatory assets under management on its Form ADV.

How many employees does Xo Capital LLC have?

Xo Capital LLC reports 5 employees.

Does Xo Capital LLC disclose fund performance?

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

Contact & registration

Office hours8 a.m. - 4 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$54.8M
Non-discretionary$131.8M
Total (RAUM)$186.6M