HX INVESTMENT ADVISOR, INC.
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 328359
- Registered since
- September 14, 2023
Firm profile
FINTRXOverview
HX Investment Advisor, Inc. is a corporation that registered with the SEC in 2023 and is owned by an individual. The firm does not report a traditional advisory client base or retail account assets; instead its activity centers on sponsoring and managing pooled investment vehicles. Its stated industry roles include sponsor, general partner and managing member of pooled funds, which positions the firm as an active manager of private, pooled capital rather than a conventional RIA serving a large number of advisory clients. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not classified as a pension consultant or related adviser. Given the combination of owner-type and sponsoring activity, HX Investment Advisor, Inc. appears structured to run discrete private vehicles and to serve a set of investors through those vehicles rather than to build a broad advisory book of retail accounts.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1GUILLERMO BORDA
Managing PartnerCRD 3045765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 701 Avenida de las Americas
- Time zone
- CT (UTC-6)
- Office locations
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