Xulu Inc (San Francisco)

Name: Xulu Inc
Address: 505 Howard Street, San Francisco, CA, 94105
Telephone: 8009757199

Xulu Inc is a large advisory firm based in San Francisco. It manages $969.23 million of regulatory assets for 13,751 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Xulu provides portfolio management for individuals and small businesses and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Xulu: assets under management

The assets under management (AUM) of Xulu Inc is $969.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17522% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $969.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $70.48 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Xulu Inc for their services and products based on a percentage of assets under management and fixed 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.

Careers at Xulu Inc

Daniel Russell Waltcher has been acting as President since 1 Oct 2015. Simon Moore has served as the Chief Investment Officer since 1 Dec 2013 and Bo Nmn Lu is the Chief Executive Officer of Xulu Inc family office. Adam Jay Mizock joined the executive team most recently as the General Counsel.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bo Lu	Shareholder, chief executive officer and chief compliance officer	1 May 2010	Other	5838177
Jon Changzheng Xu	Shareholder and president	1 May 2010	Other	5838361
Bo Nmn Lu	Chief executive officer	1 May 2010	Other	5838177
Lp Y Combinator Fund Ii	Shareholder	1 Jun 2010	Other	27-2280959
Lp Sequoia Capital U.S. Venture 2010 Fund	Shareholder	1 Aug 2012	25% - 50%	98-0658604
Simon Moore	Chief investment officer	1 Dec 2013	Other	6340599
L.P. Canvas Venture Fund	Shareholder	1 May 2014	Other	46-3053211
Blackrock Inc	Sole shareholder	1 Oct 2015	75% - 100%	32-0174431
Daniel Russell Waltcher	Director	1 Oct 2015	Other	2903300
Kameron Michael Rezai	Chief operating officer	1 Oct 2015	Other	2908800
Thomas Marcel Fortin	Director	1 Oct 2015	Other	5118442
Robert William Fairbairn	Director	1 Oct 2015	Other	4992372
Carsten Nmn Otto	Chief compliance officer	1 Oct 2015	Other	2688833
Adam Jay Mizock	General counsel	1 Feb 2016	Other	6606543
Shahriar Hafizi	Chief compliance officer	1 Feb 2016	Other	6121511

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lp Sc U.S. Venture 2010 Management	General partner	1 Apr 2010	Other	foreign entity
Y Combinator Fund Ii Gp Llc	General partner	1 Apr 2010	Other	27-2281121
Paul Graham	Managing member	1 Apr 2010	50% - 75%	5865501
Jessica Shaw Livingston	Managing member	1 Apr 2010	Other	2417293
Llc Morgenthaler Technology Members	General partner	1 Jun 2013	Other	80-0937185

Based in San Francisco

The principal office where Xulu Inc performs its advisory services is located at 505 Howard Street, San Francisco, CA 94105, 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 8009757199. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at futureadvisor.com.