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XALTS
PHILADELPHIA, PA
215-567-1100
SEC #801-122221Total AUM
$92.3M
Employees
7Clients
1Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1845 WALNUT STREET
SUITE 800
PHILADELPHIA
PA 19103
United States
SUITE 800
PHILADELPHIA
PA 19103
United States
Operating Hours
8:30-5:00
Monday - Friday
Monday - Friday
Phone
215-567-1100
Financials
Total AUM
$92.3M
Accounts
1Discretionary
$92.3M
Accounts
1Non-Discretionary
$0
Accounts
0
Clients
Pooled Vehicle Clients
1AUM
$92.3M
Services
Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
PA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.