Xshares Advisors LLC is a large advisory firm based in New York. It manages $143.5 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of New York.
Xshares Advisors provides portfolio management for investment companies. 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 Xshares Advisors LLC is $143.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Xshares Advisors LLC for their services and products based on a percentage of assets under management. 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.
Martin Yves Gerard Kremenstein has served as the Chief Investment Officer since 1 Jun 2010 and Anthony Francis Dudzinski is the Chief Executive Officer of Xshares Advisors LLC family office. Hans Christian Ephraimson Abt joined the executive team most recently as the Manager / Chief Executive Officer.
The principal office where Xshares Advisors LLC performs its advisory services is located at 60 Wall Street, New York, NY 10005, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 212.250.2500 or by fax 212.797.8725. The normal business hours are 9 to 5 on Monday - Friday. You can find more information about the New York firm at www.xsharesadvisors.com.