XEBEC ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 305669
- Registered since
- February 21, 2020
- Website
- xebecrealty.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Xebec Asset Management, LLC is a boutique manager focused on pooled real estate vehicles for institutional investors. The firm serves as sponsor, general partner and managing member on its funds, taking active roles in fund formation, asset selection and ongoing portfolio management. Its advisory work is delivered on a discretionary basis to closed-end pooled vehicles rather than directly to retail households. Fee arrangements combine a percentage-of-assets management fee with performance-based compensation, which aligns the manager with limited partners on carried or incentive returns. Xebec is not positioned as an ESG-focused shop according to its disclosures, and it concentrates on traditional real estate fund strategies rather than broader multi-asset discretionary mandates.
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
Owners & executives
1 of 1Adeel Khan
Chief Financial OfficerCRD 7893825
Contacts
1 of 1Jay Soni
PresidentCRD 7522667
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 2100 Ross Ave
- Time zone
- CT (UTC-6)
- Office locations
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