XD FUND ADVISOR LLC
DBA: XDUS FUND ADVISOR
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $415K |
| Discretionary | $415K100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $415K |
| Employees | 2 |
| Peak AUM | $1.8MMar 2025 |
| AUM CAGR | -12.7% /yrover 3 yrs · 11 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $414,767 | 76.6% | — | — | |
| Discretionary AUM | $414,767 | ||||
Key Metrics
| Total AUM | $414,767 |
| Discretionary | $414,767 |
| Employees | 2 |
| Client Accounts | 1 |
Contact & Location
Address
273 WESTWOOD AVE
EAST LONGMEADOW MA 01028
Phone
860-338-8384
Filing History
11 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Pooled)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$414,767
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported