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Xa Investments
Xa Investments is an SEC-registered investment adviser in Chicago, IL, registered since 2017. The firm manages $866 million in regulatory assets.
Xa Investments
Xa Investments is an SEC-registered investment adviser in Chicago, IL, registered since 2017. The firm manages $866 million in regulatory assets. It has 15 employees and 13 investment advisers.
General information
Firm type
Generalist
Year founded
2016
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, IL, United States
Principals
Kimberly G. Flynn
Managing Partner, President
Benjamin H. Silver
Managing Partner
Frequently asked questions
Who runs investment decisions at Xa Investments?
Xa Investments does not employ a centralized chief investment officer making top-down allocations. The firm identifies and monitors third-party institutional managers, who then serve as sub-advisors to each registered fund. Kimberly Flynn and Benjamin Silver, the firm's managing partners, oversee manager selection, product structuring, and distribution.
Is Xa Investments structured as a family office or does it operate more like a venture firm?
Neither. Xa is a registered asset manager that designs and distributes listed alternative investment products. It functions as a product platform, wrapping institutional strategies into interval funds and tender-offer funds for the wealth-management channel.
Does Xa Investments participate in fund commitments or only direct deals?
Xa's registered funds invest directly into underlying portfolios managed by sub-advisors. The underlying strategies frequently involve direct lending, real estate debt, and structured credit, but Xa itself does not write checks as a limited partner into third-party commingled funds. The exposure is achieved through the sub-advisory arrangement.
What investment structures does Xa Investments typically target?
Xa specializes in continuously offered closed-end interval funds and tender-offer funds registered under the Investment Company Act of 1940. These vehicles provide periodic liquidity at net asset value while holding less-liquid credit and real-asset portfolios.
Does Xa Investments maintain philanthropic structures?
There is no public disclosure indicating a dedicated philanthropic arm of Xa Investments. The firm concentrates its limited operational footprint on fund manufacturing, manager due diligence, and wholesale distribution.
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