XA Investments LLC
Investment manager and product design consultant that provides innovative solutions for securing permanent capital
Investment manager and product design consultant that provides innovative solutions for securing permanent capital
XA Investments LLC (XAI) is a Chicago-based boutique alternative investment management and consulting firm founded by XMS Capital Partners in 2016. The company is known for serving as the investment adviser for both a listed closed-end fund and an interval closed-end fund, namely the XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) and the Octagon XAI CLO Income Fund. In addition to investment advisory services, the firm also provides investment fund structuring and consulting services focused on registered closed-end funds to meet institutional client needs.
XAI's offerings include custom product build and consulting services encompassing product development, market research, sales, marketing, and fund management. It has built a recognizable brand in the marketplace based on its interval fund research and insights. The firm believes in providing the investing public with new vehicles to access a broad range of alternative investment strategies and managers, and offers individual investors access to institutional-caliber alternative managers.
XMS Capital Partners, LLC, established in 2006, is a global, independent financial services firm providing M&A, corporate advisory, and asset management services to clients. With offices in Chicago, Boston, and London, XMS Capital Partners is the founding entity behind XAI.
For more information on XAI and XMS, please visit www.xainvestments.com or www.xmscapital.com.
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