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XA Investments LLC (“XAI”) is a Chicago-based firm founded by XMS Capital Partners, LLC, (“XMS”) in April, 2016. The XAI leadership team believes that investors need better access to a broader range of alternative investment strategies and managers. To provide investors with institutional-caliber investment expertise, XAI partners with established alternative asset managers selected from elite alternative credit managers, hedge fund managers and private debt and equity firms. Our proprietary Alternative Registered Trust (ART)™ platform represents a differentiated approach to alternatives investing by offering institutional-caliber alternatives in vehicles that are specifically tailored to meet the needs of financial advisors and their clients. XMS Capital Partners, established in 2006, is a global, independent financial services firm providing investment banking, asset management and merchant banking services to clients. It has offices in Chicago, Boston, London and Dublin.
Oppenheimer and Co. Inc. ("Oppenheimer") is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 130 years, we have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Our commitment to our clients` investment needs, our experienced and dedicated professionals, and our proud tradition empower us to deliver effective and innovative solutions to our clients. Oppenheimer is a wholly owned subsidiary of Oppenheimer Holdings Inc., an integrated financial services holdings company. Oppenheimer Holdings Inc.`s other wholly owned subsidiaries include Oppenheimer Asset Management Inc., Oppenheimer Life Agencies Ltd., and Oppenheimer Trust Company of Delaware. Oppenheimer is a registered broker-dealer and investment advisory firm. Securities are offered through Oppenheimer.
Athenaeum Fund is a Pasadena, CA-based company in the Financial Services sector.
AAVIN is a Cedar Rapids, IA-based company in the Financial Services sector.
Barrier Advisors is a Dallas, TX-based company in the Financial Services sector.