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XA Investments LLC

XA Investments LLC logo
📍 Chicago, Illinois
🇺🇸 US

XA Investments LLC (XAI) is an investment management and consulting firm founded in April 2016 in Chicago, Illinois, by XMS Capital Partners. It provides investment advisory services and fund structuring and consulting focused on registered closed-end funds, including interval funds and listed closed-end funds. The firm advises fund sponsors on product structuring and distribution and serves as adviser to the XAI Octagon Floating Rate and Alternative Income Term Trust, listed on the New York Stock Exchange under the ticker XFLT. It publishes quarterly market updates on the non-listed closed-end fund industry and has launched the XAI Interval Fund Index tracking that market.

Services & Coverage
USclosed_end_fundsinterval_fundsprivate_creditalternatives
closed-end-fundsinterval-fundsalternativesfund-consultingasset-managementprivate-credit

🏛 Regulatory Status

License #
in LinkedIn
Company Info
Founded 2016
Size Small
Key Executives
Theodore Brombach (Co-founder and Chief Executive Officer)Kimberly Flynn (President and Managing Director)

Recent News

XA Investments Finds Strong Start to 2025 in Fund Launches and Asset Gathering Among Non-Listed Closed-End Funds
2025-04-23

First quarter 2025 market update reported the non-listed closed-end fund market reaching 270 interval and tender offer funds with 181 billion dollars in net assets as of 3/31/2025.