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Xpyria Investment Advisors Inc
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CRD # | 106438 |
SEC # | 801-37555 |
CIK # | |
AUM | $823.3 MM (2024-03-29) |
Employees | 11 (73% Investors, 0% Brokers) |
Phone | 412-232-3310 |
Address | Two Gateway Center, Suite 1850 Pittsburgh, PA 15222 |
Source | [IAPD] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 193 | 72.6 |
(b) Individuals (high net worth individuals) | 137 | 435.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 17 | 230.9 |
(h) Charitable organizations | 6 | 43.7 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 17 | 40.7 |
(n) Other | 0 | 0.0 |
Total | 1,007 | 823.3 |
By Discretionary | ||
Discretionary | 1,007 | 823.3 |
Non-Discretionary | 0 | 0.0 |
Total | 1,007 | 823.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 823.3 | |
Total | 1,007 | 823.3 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Ironsides Asset Advisors LLC
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|
NC | 0.8 |
HH Capital Management Inc
✚
|
CA | 0.8 |
Peak Asset Management LLC
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|
CO | 0.8 |
LWMG LLC
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|
MN | 0.8 |
Ameliora Wealth Management Ltd
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|
0.8 | |
A16Z Perennial Management LP
✚
|
CA | 0.8 |
NTV Asset Management LLC
✚
|
WV | 0.8 |
Cypress Wealth Services LLC
✚
|
CA | 0.8 |
Jackson Wealth Management LLC
✚
|
FL | 0.8 |
Sanders Morris LLC
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|
TX | 0.8 |