XOOMFI ADVISORS
ACCELAR, INC. Legal Name
Adviser information for XOOMFI ADVISORS last updated from Form ADV on February 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $95,308 |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $95,308 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $95,308 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 3 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-121438 |
|---|---|
| SEC ERA File Number | 801-121438 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 314872 |
| Legal Entity Identifier | FEIN # 20-5824971 |
Principal Office
111 N. MARKET STSUITE 300
SAN JOSE
CA
United States
7 DAYS A WEEK X 24 HOURS A DAY, 9:00 AM TO 5:00 PM PACIFIC
Tel: 650-870-1343, Fax: 650-249-7430
Websites
Chief Compliance Officer
KUMAR SHAH
PRESIDENT
111 N. MARKET ST
SUITE 300
SAN JOSE
CA
United States
Tel:
4084725662
K****@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Shah, Kumar, Natvarlal | Individual | – | CHIEF COMPLIANCE OFFICER, PRESIDENT | 04/2021 | > 75% |