XRC Investment Advisors LLC - Assets, Funds, Holdings
XRC Investment Advisors LLC
CRD # 318074 SEC # 802-123105 CIK # AUM
Employees
Phone 508-233-2082 Address 237 Park Avenue SW Source
[IAPD]
Total AUM ($)
1.0 0.8 0.6 0.4 0.2 0.0 2010 2015 2021 2027
Type
Form D Funds
Date
Sold
AUM
VC
XRC Brand Capital Fund I SPV NS LP
2025-03-21
VC
XRC Fund VII LLC
[2025-03-21]
Offered $6,260,000 · Filed 2021-04-13 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose
VC
XRC Fund IX LP
[2024-03-26]
Offered $9,000,000 · Filed 2023-03-23 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $9,000,000 · Duration One year or less · Revenue Decline to Disclose
VC
XRC Brand Capital Fund I LP
[2023-03-29]
Filed 2022-09-28 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
VC
XRC Continuity Fund I LP
2023-03-29
VC
XRC Even Prime SPV LLC
[2021-12-22]
Offered $24,421 · Filed 2020-12-22 (D) · Exemption 504 · Duration One year or less · Revenue $1,000,001 - $5,000,000
VC
XRC Fund II-SH LLC
2021-12-22
VC
XRC Fund VIII LLC
[2021-12-22]
Offered $100,000 · Filed 2020-04-07 (D) · Exemption 504, 506(b) · Minimum $5,000 · Remaining $70,000 · Duration One year or less · Revenue Decline to Disclose
VC
XRC Opportunity Fund I LP
[2021-12-22]
Filed 2019-03-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
AUM Breakdown
Accounts
AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals)
(b) Individuals (high net worth individuals)
(c) Banking or thrift institutions
(d) Investment companies
(e) Business development companies
(f) Pooled investment vehicles
(g) Pension and profit sharing plans
(h) Charitable organizations
(i) State or municipal government entities
(j) Other investment advisers
(k) Insurance companies
(l) Sovereign wealth funds and foreign official institutions
(m) Corporations or other businesses not listed above
(n) Other
Total
By Discretionary
Discretionary
Non-Discretionary
Total
By Non-United States Persons
Non-United States Persons
United States Persons
Total
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