PPrivate Fund Data Log in Join · $37/mo

Xxec Inc

● SEC registered since 2018CRD 108886SEC# 801-114089Tulsa, OK
Export (members)
Reg. AUM
$150.4M
Employees
5
Accounts
85
Location
Tulsa, OK

Xxec Inc assets under management

Xxec Inc operates as an SEC-registered investment adviser based in Tulsa, OK. The firm has been registered since 2018. It reports $150.4 million in regulatory assets under management and employs 5 people.

Xxec Inc owners & executives

2 reported
NameTitleOwnershipSince
Cathy Lerae KarneyChief Compliance OfficerUnder 5%2021
Fredric Eliot Russell ControlChief Executive OfficerOver 75%1984

Frequently asked questions

How much does Xxec Inc manage?

Xxec Inc reports $150.4 million in regulatory assets under management on its Form ADV.

How many employees does Xxec Inc have?

Xxec Inc reports 5 employees.

Where is Xxec Inc located?

Xxec Inc is based in Tulsa, OK and has been SEC-registered since 2018.

Does Xxec Inc disclose fund performance?

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

Contact & registration

Address2200 South Utica Place, Suite 430, Tulsa, OK 74114
Phone918-743-5959
Office hours8:00 a.m. - 4:30 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1828822
Discloses disciplinary historyNo

Assets under management

Discretionary$150.4M
Non-discretionary$0
Total (RAUM)$150.4M