XRC INVESTMENT ADVISORS LLC
Adviser information for XRC INVESTMENT ADVISORS LLC last updated from Form ADV on March 26th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | South Carolina, 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 | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-123105 |
|---|---|
| SEC ERA File Number | 802-123105 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 318074 |
| Legal Entity Identifier | None |
Principal Office
237 PARK AVENUE SWSUITE 109
AIKEN
SC
United States
BY APPOINTMENT, BY APPOINTMENT
Tel: 508-233-2082, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| PIPER VENTURES LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| XRC BRAND CAPITAL GP I | Sponsor, GP, manager of pooled investment vehicles |
| XRC CONTINUITY GP I LLC | Sponsor, GP, manager of pooled investment vehicles |
| XRC FUND IX GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| XRC FUND VII INCENTIVE LLC | Sponsor, GP, manager of pooled investment vehicles |
| XRC FUND VIII MM, LLC | Sponsor, GP, manager of pooled investment vehicles |
| XRC OF GP I LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| XRC BRAND CAPITAL FUND I LP | Venture Capital Fund | $10.7M | $0.0M | 23 |
| XRC CONTINUITY FUND I, L.P. | Venture Capital Fund | $0.3M | $0.0M | 1 |
| XRC FUND II-SH, LLC | Venture Capital Fund | $0.7M | $0.0M | 6 |
| XRC FUND IX LP | Venture Capital Fund | $1.5M | $0.0M | 10 |
| XRC FUND VIII, LLC | Venture Capital Fund | $8.0M | $0.0M | 25 |
| XRC OPPORTUNITY FUND I, L.P. | Venture Capital Fund | $15.7M | $0.0M | 31 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Anthos, Pano | Individual | – | MANAGING MEMBER | 10/2021 | > 75% |