Xponance LLC
● SEC registered since 1996CRD 111126SEC# 801-51407Philadelphia, PA
Reg. AUM
$24.27B
Employees
46
Accounts
131
Location
Philadelphia, PA
Xponance LLC assets under management
Xponance LLC operates as an SEC-registered investment adviser based in Philadelphia, PA. The firm has been registered since 1996. It reports $24.3 billion in regulatory assets under management and employs 46 people.
Xponance LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cynthia Fryer Steer Control | Director | Under 5% | 2022 |
| Donna Anita James Control | Director | Under 5% | 2014 |
| Eugenie Guthrie Logue Control | Chief Financial Officer | Under 5% | 2018 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Xponance LLC manage?
Xponance LLC reports $24.3 billion in regulatory assets under management on its Form ADV.
How many employees does Xponance LLC have?
Xponance LLC reports 46 employees.
Where is Xponance LLC located?
Xponance LLC is based in Philadelphia, PA and has been SEC-registered since 1996.
Does Xponance LLC disclose fund performance?
Xponance LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1845 Walnut Street, Suite 800, Philadelphia, PA 19103 |
| Phone | 215-567-1100 |
| Fax | 215-567-1810 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$24.27B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$24.27Bregulatory AUM
Discretionary $23.93BNon-discretionary $334.8M