SourcingSourcing

XPV MANAGEMENT LLC

C44
CRD 322445·SEC 801-134045·EL SEGUNDO, CA
AUM
$193.6M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$581K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
XPV MANAGEMENT LLC
CRD
322445
SEC file #
801-134045
EIN
—
DBA names
—

Economics

AUM
$193.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$144.4M → $193.6M▲ +34%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
17
Advisory staff (per ADV)
14
Advisory staff (5-yr trend)
'25'26
14 advisors → 14 advisors▬ 0%
Primary office
EL SEGUNDO CA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
linkedin.com/company/xandvc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
X& FINANCIAL INC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
X& FINANCIAL INC
JARROUS, ANDREW, FOUAD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan16
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
JARROUS, ANDREW, FOUAD
Executive Officer · 2.5%
5601090
NAKANISHI, TAKESHI, NMN
Executive Officer · 2.5%
7620975