XA Investments
XA Investments is an alternative investment management and consulting firm committed to providing investors with access to institutional-caliber investments. XAI partners with established asset managers with proven capabilities in traditional investment strategies or alternative credit, private debt and select hedge fund strategies. In addition to investment advisory services, the firm also provides investment fund structuring and consulting services focused on registered closed-end funds to meet institutional client needs. XAI also offers custom product build and consulting services, including product development and market research, sales, marketing and fund management.
ABOUT XAI
XA Investments was founded by XMS Capital Partners. The firm is an investment manager and product design consultant that provides innovative solutions to amplify your business.
XAI serves clients in engagements ranging from full product builds to marketing services.
The firm serves as the investment adviser for both a listed closed-end fund and an interval closed-end fund, respectively the XAI Octagon Floating Rate & Alternative Income Trust.
XAI SERVICES
CEF Strategy Consulting.
General product design and structuring assessment and advice. Competitive intelligence on the CEF marketplace and competitor funds.
Private Label Funds.
Full service product launch services from start to finish including management of the fund development, regulatory and board approval, distribution planning and offering timetable.
Listed CEF Support.
Design and development of marketing, media, analyst and investor outreach to drive secondary trading volume and price support.
CEF Admin Services.
Outsourcing of key fund operational, administrative and service provider management. Optional product management services and fund board oversight and reporting services.
Marketing.
Marketing material content creation, design, development to support product sales and client outreach for registered and private funds.