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Xponance, Inc.
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Overview Share
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Philadelphia, Pennsylvania
$8.6 billion AUM
2 offices

Xponance, Inc. is based in Philadelphia, Pennsylvania and has $8.6 billion in assets under management.

Location
1845 Walnut Street
Suite 800
Philadelphia, PA 19103
$8.6 billion
AUM
36
Employees
AUM Share
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$8,571,201,533
Assets under management
84 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 7 $1,072,486 0% $153,212
High net worth individuals Fewer than 5 clients $1,111,536
Pooled investment vehicles 2 $443,313,270 5% $221,656,635
Pension and profit sharing plans 20 $637,622,411 7% $31,881,121
Charitable organizations 10 $115,326,461 1% $11,532,646
State or municipal government entities 35 $6,981,416,746 81% $199,469,050
Insurance companies 2 $21,308,962 0% $10,654,481
Other corporations or businesses 6 $370,029,661 4% $61,671,610
Employees Share
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36
Employees
14
Investment analysts
39% of total employees
AUM per employee Share
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$8,571,201,533
Assets under management
$238,088,931
AUM per employee
$612,228,681
AUM per investment analyst
About Share
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Compensation

Xponance, Inc. makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Performance-based fees
Services offered

Xponance, Inc. provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
Firm data Share
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CRD number 111,126
SEC number 801-51407
Legal structure Corporation
Legal governance Pennsylvania, United States
Latest ADV filing date May 12, 2020

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Xponance, Inc.
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