The XP ADVISORS is a publicly held investment adviser that advises $946.46mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. XP ADVISORS is a Public/Private Fund Assets increased by 13.23% over the last 5-years.
The Group has been registered with the SEC for 7.5 years and is comprised of 2 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 701 BRICKELL AVENUE STE 1350, MIAMI, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.
They have 39 employees comprised of 29 investment and 10 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $946.46mn in assets advised are owned by 12 private funds, 14 public funds and BDCs and 165 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $448.58mn or 47.4% of Total Assets and Corporations or Other Businesses own $246.61mn or 26.06% of Total Assets.
The Group's top investment strategies include Multi Strat and Long/Short Equity, representing 69.82% and 30.18% of total assets, respectively.
They advise 4 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Corporations or Other Businesses.
The Group uses 2 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 3 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 14 private funds with $155.04mn in assets.
The Group discloses advisory fees, management fees and performance-based fees.
XP ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.