XPONANCE LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $24.27B |
| Discretionary | $23.93B99% of AUM |
| Non-Discretionary | $334.8M |
| Client Accounts | 131 |
| Avg Account Size | $185.2M |
| Employees | 46 |
| Peak AUM | $24.27BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $24.3B | +18.4% | +20.9% | +14.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $24.27B |
| Discretionary | $23.93B |
| Employees | 46 |
| Client Accounts | 131 |
| Client Range | 0 |
Contact & Location
Address
1845 WALNUT STREET
PHILADELPHIA PA 19103
Phone
215-567-1100
Filing History
63 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$23.9B
98.6% of AUM
Non-Discretionary
$335M
1.4% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
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