XA Investments LLC

Private Investment Firm Chicago, United States ·Founded 2016

Overview

XA Investments LLC is a Chicago-based investment firm specializing in alternative investment strategies and fund structuring services. Founded in 2016 by XMS Capital Partners, the firm offers investment advisory services and provides structuring and consulting services focused on registered closed-end funds to meet institutional client needs. Their expertise includes product development, market research, sales, marketing, and fund management. XA Investments aims to provide individual investors with access to institutional-caliber alternative managers. The firm's investment focus spans various asset classes, including private equity, infrastructure, real estate, commodities, hedge funds, distressed and special situations, ESG and impact investing, fixed income, venture capital, crypto, and collectibles & art. They engage in investments across multiple stages, from pre-seed to distressed situations, and have a geographical focus in the United States and the United Kingdom. Their industry focus encompasses energy, technology, healthcare, financial services, real estate, consumer goods, telecommunications, utilities, transportation, media, retail, manufacturing, agriculture, education, and construction. XA Investments has demonstrated a strong track record in the non-listed closed-end fund market, reporting record assets under management and a surge in fund launches. They have also partnered with Madison Investments to become the investment adviser to the Madison Covered Call & Equity Strategy Fund, which rebranded as XAI Madison Equity Premium Income Fund. This partnership reflects XA Investments' commitment to providing innovative solutions and expanding investor access to alternative investment strategies.

Investment Focus

  • Accredited Investor
  • Qualified Client
  • Institutional Investor

Portfolio Companies

XAI Octagon Floating Rate & Alternative Income TrustOctagon XAI CLO Income FundXAI Madison Equity Premium Income Fund

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Frequently asked questions about XA Investments LLC

What sectors does XA Investments LLC invest in?

XA Investments LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Chicago, United States. XA Investments LLC is listed as a private investment firm in the ConnectSafely investor database.

What stage does XA Investments LLC invest at?

XA Investments LLC backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 1M - 50M.

Which regions does XA Investments LLC invest in?

XA Investments LLC invests across United States and United Kingdom.

Who are the partners at XA Investments LLC?

Team members listed for XA Investments LLC include Kimberly Ann Flynn (President) and Kimberly Flynn (President).

What companies has XA Investments LLC invested in?

XA Investments LLC's portfolio includes XAI Octagon Floating Rate & Alternative Income Trust, Octagon XAI CLO Income Fund and XAI Madison Equity Premium Income Fund.

How do I contact XA Investments LLC?

XA Investments LLC's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.

Last updated · Source: ConnectSafely investor database