Xe Capital Advisers, LLC is a large advisory firm based in New York. It manages $1 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of New York.
Xe Capital Advisers provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Xe Capital Advisers, LLC is $1 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 902% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Xe Capital Advisers, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Xe Capital Advisers, LLC performs its advisory services is located at 24 W. 40 Street, 3 Rd. Floor, New York, NY 10018, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 646-253-6400 or by fax 646-253-6464. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.