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Xponance, Inc.

● SEC registered since 1996CRD 111126SEC# 801-51407Philadelphia, PA
Export (members)
Reg. AUM
$20.49B
Employees
42
Accounts
148
Location
Philadelphia, PA

Xponance, Inc. assets under management

Xponance, Inc. operates as an SEC-registered investment adviser based in Philadelphia, PA. The firm has been registered since 1996. It reports $20.5 billion in regulatory assets under management and employs 42 people.

Xponance, Inc. owners & executives

12 reported
NameTitleOwnershipSince
Cynthia Fryer Steer ControlDirectorUnder 5%2022
Donna Anita James ControlDirectorUnder 5%2014
Eugenie Guthrie Logue ControlChief Financial OfficerUnder 5%2018
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Frequently asked questions

How much does Xponance, Inc. manage?

Xponance, Inc. reports $20.5 billion in regulatory assets under management on its Form ADV.

How many employees does Xponance, Inc. have?

Xponance, Inc. reports 42 employees.

Where is Xponance, Inc. located?

Xponance, Inc. is based in Philadelphia, PA and has been SEC-registered since 1996.

Does Xponance, Inc. disclose fund performance?

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

Contact & registration

Address1845 Walnut Street, Suite 800, Philadelphia, PA 19103
Phone215-567-1100
Fax215-567-1810
Office hours8:30 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$20.22B
Non-discretionary$271.5M
Total (RAUM)$20.49B