Xtf Advisors LLC (New York)

Name: Xtf Advisors LLC
Address: 110 Wall Street 18 Th Floor, New York, NY, 10005
Telephone: 646-873-8400

Xtf Advisors LLC is a large advisory firm based in New York. It manages $271.72 million of regulatory assets for 160 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Colorado, Florida, New Jersey, and New York.

Xtf Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Xtf Advisors: assets under management

The assets under management (AUM) of Xtf Advisors LLC is $271.72 million. The firm's AUM has grown by 40455% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.39 million in discretionary accounts and $246.33 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $220.78 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.47 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Xtf Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Xtf Advisors LLC

Robert John Adler has been acting as President since 1 Jun 2004. Gerald William Buetow has served as the Chief Investment Officer since 1 Jul 2006 and Michael John Woods is the Chief Executive Officer of Xtf Advisors LLC family office. Mitchell Eric Appel joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard A Radnay	Chief technology officer	1 Apr 2002	Other	4714052
Xtf L.P.	Sole member	1 Jan 2004	75% - 100%	20-1019813
Xtf Global Asset Management Llc	Sole member	1 Jan 2004	75% - 100%	20-1019813
Robert John Adler	President	1 Jun 2004	Other	862819
Harry Katz	Chief financial officer	1 Jun 2005	Other	1515029
Robert James Bateman	President	1 Jan 2006	Other	1032201
Benjamin Gray	Chief compliance officer	1 Jan 2006	Other	1946982
Michael John Woods	Chief executive officer	1 Jun 2006	Other	2075819
Robert James Bateman	Sr. vice president retail distribution	1 Jun 2006	Other	1032201
Gerald William Buetow	Chief investment officer	1 Jul 2006	Other	5199863
Melvin Steve Herman	Chief executive officer/cco	1 Aug 2006	Other	1867613
Patricia Ann Maxey	Chief compliance officer	1 Sep 2006	Other	4102812
Kenneth Anthony Egan	Chief operating officer	1 Nov 2006	Other	2965309
Edward Terrence Gardner	Chief operating officer	1 Feb 2007	Other	2412241
Thomas Francis Scuccimarra	Svp head of sales and distribution	1 Oct 2007	Other	2104913
Mitchell Eric Appel	Chief financial officer	1 Nov 2007	Other	4878161

Indirect Owners

The SEC currently registers 10 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Sander Ross Gerber	Sole shareholder	1 Jun 2000	75% - 100%	2341785
Etf Investment Management Inc.	General partner	1 Jul 2000	Other	13-4125082
Sander Ross Gerber	Limited partner	1 Jul 2000	75% - 100%	2341785
Lowell Alan Gross	Trustee	1 Jan 2003	Other	4396857
Etf Management L.P.	General partner	1 Nov 2003	Other	38-3587827
Etf Management G.P.	General partner	1 Nov 2003	Other	38-3587827
Sander Ross Gerber	Limited partner	1 Jan 2004	50% - 75%	2341785
John Christopher Doscas	Limited partner	1 Jan 2004	Other	1323034
Richard A Radnay	Limited partner	1 Jan 2004	Other	4714052
The Capital Preservation Trust	Limited partner	1 Jan 2004	Other	13-7248031

Based in New York

The principal office where Xtf Advisors LLC performs its advisory services is located at 110 Wall Street 18 Th Floor, New York, NY 10005, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 646-873-8400 or by fax 212-968-8493. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at xtf.com.