XFUND MANAGEMENT COMPANY, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
176521
Registered since
March 31, 2015

Firm profile

FINTRX

Overview

Xfund Management Company, LLC is a privately held investment manager organized as a limited liability company and registered with the SEC in 2015. The firm operates primarily as a sponsor and general partner, acting as the managing member of pooled investment vehicles rather than running a traditional retail advisory practice. Public filings and firm activity point to a focus on privately structured funds—most prominently venture capital vehicles—rather than discretionary wrap or advisory accounts for retail clients. The adviser is not identified as an active ESG investor, does not position itself as a multi-state adviser, and is not classified as a capital allocator in the regulatory snapshot. Xfund’s placement as sponsor/GP implies the firm sources, structures and manages pooled private funds, retaining governance and operational control at the fund level. That operating model typically prioritizes deal sourcing, portfolio company oversight, capital calls and limited partner relations over day-to-day retail wealth management or custody-driven services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • PATRICK CHUNG

    Managing General PartnerCRD 6473832

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
555 Bryant St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth