PPrivate Fund Data Log in Join · $37/mo

Xy Investment Solutions, LLC

● SEC registered since 2020CRD 285967SEC# 801-118916Bozeman, MT
Export (members)
Reg. AUM
$321M
Employees
31
Accounts
2,539
Location
Bozeman, MT

Xy Investment Solutions, LLC assets under management

Xy Investment Solutions, LLC is a registered investment adviser overseen by the SEC based in Bozeman, MT. The firm has been registered since 2020. It reports $321 million in regulatory assets under management and employs 31 people.
www.tenerewealthadvisors.comView on SEC.gov ↗

Xy Investment Solutions, LLC owners & executives

6 reported
NameTitleOwnershipSince
Bradley Michael Griffiths ControlCcoUnder 5%2024
Robert Alan Moore ControlPresident & CeoUnder 5%2016
Taylor Michelle Hain ControlVice President: Xypn InvestUnder 5%2025
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Xy Investment Solutions, LLC manage?

Xy Investment Solutions, LLC reports $321 million in regulatory assets under management on its Form ADV.

How many employees does Xy Investment Solutions, LLC have?

Xy Investment Solutions, LLC reports 31 employees.

Where is Xy Investment Solutions, LLC located?

Xy Investment Solutions, LLC is based in Bozeman, MT and has been SEC-registered since 2020.

Does Xy Investment Solutions, LLC disclose fund performance?

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

Contact & registration

Address24 E. Main Street, Bozeman, MT 59715
Phone(360) 301-7579
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$295.1M
Non-discretionary$26M
Total (RAUM)$321M