Investment Advisor Search is a compilation of SEC registered investment advisors. Powered By Private Equity Info 
download Private Equity Firms
Sorted by industry and
acquisition criteria.
Registered Investment Advisors
Firm Name City State Country Assets ($M) 
X-square Capital Hato Rey PR US 141.5 
X/seed Capital Portola Valley CA US 0.0 
Xa Investments Chicago IL US 0.0 
Xambala Asset Management, LLC Sunnyvale CA US 0.0 
Xander Investment Management Limited Port Louis MU 0.0 
Xcel Wealth Management, LLC Daytona Beach FL US 89.1 
Xenon Private Equity Limited St. Helier JE 0.0 
Xenon Private Equity S.u.r.l. Luxembourg LU 0.0 
Xfund Management Company, LLC Palo Alto CA US 0.0 
Xiang He Management Service, Inc. Grand Cayman KY 0.0 
Xin Tian Fund Management Co L Hong Kong HK 0.0 
Xio Cayman Limited Grand Cayman KY 0.0 
Xlcr Capital LLC Burlington VT US 0.0 
Xlm Capital Management Dexter MI US 55.1 
Xml Financial, LLC Rockville MD US 431.1 
Xpotential Inc. New Providence NJ US 20.2 
Xpv Water Partners Inc. Toronto CA 0.0 
Xpyria Investment Advisors, Inc. Pittsburgh PA US 546.5 
Xy Investment Solutions, LLC Bozeman MT US 0.0 
Xy Wealth Advisors Pompano Beach FL US 0.0 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $100 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
This website is for informational purposes only and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments nor an endorsement of any particular investment advisor firm or individual.

No warranty or guarantee of any kind, expressed or implied, is given regarding the accuracy, reliability, veracity, or completeness of the information provided here or by following links from this or any other page within this site, and under no circumstances will the author or service provider be held responsible, or liable for errors, or omissions resulting in any loss or damage caused or alleged to be caused by information contained in the material presented on the site, including but not limited to direct, indirect, incidental, special or consequential damages caused by using the information.

Home | Download Data | Links | Contact Us

©2006- PEI Services Ltd. All Rights Reserved. Terms and Conditions