Xalts
Xalts is an SEC-registered asset manager in Philadelphia, PA with $92.3M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Xalts: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314283, SEC 801-122221, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $92.3M (2026-03-31)
- Firm type
- Asset Manager
- Location
- Philadelphia, PA
- Employees
- 7
- Clients
- 1
- CRD
- 314283
- Ownership
- BYLES WILLIAMS, TINA; INVICTUS 70 VENTURES, LLC; XPONANCE EMPLOYEE STOCK OWNERSHIP PLAN TRUST; URBACH, JAMES; CHESTER, MARQUETTE
How much AUM does Xalts have?
Xalts reported $92.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Xalts?
Disclosed owners and executives of Xalts include BYLES WILLIAMS, TINA, INVICTUS 70 VENTURES, LLC, XPONANCE EMPLOYEE STOCK OWNERSHIP PLAN TRUST, URBACH, JAMES, CHESTER, MARQUETTE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.