XA Investments
Financial Services • 
Chicago, Illinois, United States • 11-20 Employees
Company overview
| Headquarters | 321 N Clark St, 2430, Chicago, Illinois 60654-4714, US |
| Phone number | +18889033358 |
| Website | |
| NAICS | 52 |
| SIC | 672 |
| Keywords | Alternative Investments, Clos, Cefs, Interval Funds |
| Founded | 2016 |
| Employees | 11-20 |
| Socials |
Key Contacts at XA Investments
Benjamin Mcculloch
Managing Director, General Counsel & Cco
Kevin Davis
Managing Director, Head Of Sales And Distribution
XA Investments Email Formats
XA Investments uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@xainvestments.com), used 73.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@xainvestments.com | 73.3% |
{first name}{last name} | johndoe@xainvestments.com | 26.7% |
About XA Investments
XA Investments LLC (XAI) is a Chicago-based boutique alternative investment management and consulting firm founded by XMS Capital Partners in 2016. XAI serves as the investment adviser for both a listed closed-end fund and an interval closed-end fund, respectively the XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) and the Octagon XAI CLO Income Fund. In addition to investment advisory services, the firm also provides investment fund structuring and consulting services focused on registered closed-end funds to meet institutional client needs. XAI offers custom product build and consulting services, including product development and market research, sales, marketing and fund management. XAI has established a recognizable brand in the marketplace based on its interval fund research and insights. XAI believes that the investing public can benefit from new vehicles to access a broad range of alternative investment strategies and managers. XAI provides individual investors with access to institutional-caliber alternative managers. XMS Capital Partners, LLC, established in 2006, is a global, independent, financial services firm providing M&A, corporate advisory and asset management services to clients. XMS has offices in Chicago, Boston and London. For more information on XAI and XMS, please visit www.xainvestments.com or www.xmscapital.com. An investment in the Funds involves risk, including loss of principal. The Funds are distributed by Paralel Distributors LLC..
XA Investments revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | $73,000,000 |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
XA Investments has 4 employees across 2 departments.
Departments
Number of employees
XA Investments Tech Stack
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