XRC INVESTMENT ADVISORS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AIKEN, South Carolina
CRD number
318074
Registered since
December 22, 2021

Firm profile

FINTRX

Overview

XRC Investment Advisors LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2021. The firm functions primarily as an adviser and sponsor to private pooled vehicles, acting in capacities such as general partner and managing member. It does not present as a multi-state retail advisory provider or an active ESG investor; its regulatory footprint and reported activity indicate a focus on managing private funds rather than delivering traditional separately managed accounts to individual clients. The firm’s public filings and activity point to a manager-centered operating model: XRC runs multiple pooled vehicles, sources and allocates capital into private companies, and handles the sponsor/GP responsibilities that accompany that role—fund formation, capital calls, portfolio oversight and exit execution.

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
  • Pano Anthos

    Managing MemberCRD 7484169

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AIKEN, SC

AIKEN

Location

AIKEN, SC

Headquartered in AIKEN, SC, in the South of the United States.

Region
South
County
AIKEN
Address
237 Park Ave SW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth