Xetfs
Firm details
- Headquarters
- ,
- CRD number
- 339198
- Registered since
- January 20, 2026
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Xetfs is a corporate adviser focused on managing investment vehicles for institutional clients. The firm is registered with the SEC as of 2026 and is owned by an individual principal. Its primary advisory activity is portfolio management for investment companies, and it operates in sponsor/GP and managing-member roles for pooled investment vehicles rather than acting as a traditional retail wealth manager. Xetfs charges fees based on a percentage of assets under management (and other fee arrangements) and does not identify as an active ESG investor. The firm is not registered as a multi-state adviser and is not classified as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
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
2 of 2Elisabeth Donohoe
Chief Operating OfficerCRD 1994926
Johnny Wu
CEOCRD 4562889
Contacts
1 of 1
Kenneth Wong
ETF Product Research & DevelopmentCRD 5542439
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations