Investment Details
Investor Type
Private Investment Firm
Asset Class Focus
Private Equity, Infrastructure, Real Estate, Commodities, Hedge Funds, Distressed and Special Situations, ESG and Impact Investing, Fixed Income (Debt and Bonds), Venture Capital, Crypto, Collectibles & Art
Stage Focus
Pre-Seed, Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States, United Kingdom
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Telecommunications
- Utilities
- Media
- Retail
- Education
- Agriculture
- Transportation
- Construction
- Manufacturing
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2016
XA Investments LLC is a Chicago-based investment firm specializing in alternative investment strategies and fund structuring services. Founded in 2016 by XMS Capital Partners, the firm offers investment advisory services and provides structuring and consulting services focused on registered closed-end funds to meet institutional client needs. Their expertise includes product development, market research, sales, marketing, and fund management. XA Investments aims to provide individual investors with access to institutional-caliber alternative managers.
The firm's investment focus spans various asset classes, including private equity, infrastructure, real estate, commodities, hedge funds, distressed and special situations, ESG and impact investing, fixed income, venture capital, crypto, and collectibles & art. They engage in investments across multiple stages, from pre-seed to distressed situations, and have a geographical focus in the United States and the United Kingdom. Their industry focus encompasses energy, technology, healthcare, financial services, real estate, consumer goods, telecommunications, utilities, transportation, media, retail, manufacturing, agriculture, education, and construction.
XA Investments has demonstrated a strong track record in the non-listed closed-end fund market, reporting record assets under management and a surge in fund launches. They have also partnered with Madison Investments to become the investment adviser to the Madison Covered Call & Equity Strategy Fund, which rebranded as XAI Madison Equity Premium Income Fund. This partnership reflects XA Investments' commitment to providing innovative solutions and expanding investor access to alternative investment strategies.
Requirements
- Accredited Investor
- Qualified Client
- Institutional Investor
Contact
[Official Website Hidden]
[HQ Location Hidden]
[Email Hidden]
[Contact Number Hidden]
Portfolio Companies
- XAI Octagon Floating Rate & Alternative Income Trust
- Octagon XAI CLO Income Fund
- XAI Madison Equity Premium Income Fund
Claim this Investor
Are you an official representative of XA Investments LLC?
Claim this investor to update information, manage your profile, and get a verified seal.
Claim