XLM CAPITAL MANAGEMENT

Overview

XLM Capital Management is a privately held limited liability investment adviser that provides portfolio management primarily to individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and operates with a predominantly discretionary mandate, allocating capital across exchange-traded equities and third‑party alternative managers. XLM’s filing shows a clear preference for equity exposure within separately managed accounts, while supplementing public-market positions with mutual funds and allocations to external hedge fund and real estate managers for diversification and income-generation. The adviser is owner-managed and classified outside standard categories on its filing. It does not position itself as an ESG-focused manager and is not structured as a multi-state adviser or pension consultant. The firm’s model centers on active portfolio management for a relatively small client base, emphasizing tailored equity strategies alongside selected alternative investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices