XD FUND ADVISOR LLC

CRD

328236

SEC file #

801-128841

EIN

—

DBA names

Xdus Fund Advisor

Economics

AUM

$415K

AUM band

<$25M

AUM trajectory

'25 · $1.8M

'26 · $415K

'25'26

$1.8M → $415K▼ -77%

sec adv history

Client mix

Investment Companies

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 1 advisors

'26 · 2 advisors

'25'26

1 advisors → 2 advisors▲ +100%

sec adv history

Primary office

WINDSOR LOCKS CT

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Portfolio mgmt — investment companies

Fee basis

% of AUM

Filings

Latest ADV filing

03/03/2026

ADV-W filed at

—

Website

x.com/xdfundadvisor

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

NETXD INC.

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

NETXD INC.

Rajagopalan, Sreevatsan

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:x.com

rdap

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.2254

Soi Zip Pct 200k Plus

0.0314

Soi Zip Returns 200k Plus

220

Soi Zip Total AGI

486,727

Fdic Zip Total Deposits

1,726,572,000

Fdic Zip Branch Count

Fdic Zip Top Banks

Webster Bank

United Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (18)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Fdic Zip Branches Raw

Fleet Bank, National AssociationWindsor Locks, CT

Windsor Locks Savings and Loan AssociationWindsor Locks, CT

Fdic Zip HHI

1032.23

Fdic Zip Top Bank Share Pct

17.69

Fdic Zip Year

2021

Firm Has Custody

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	20,381
Returns	1,630

Stub 2

AGI	60,398
Returns	1,600

Stub 3

AGI	79,730
Returns	1,290

Soi Zip Total Business Income

10,933

Soi Zip Total Cap Gains

4,924

Soi Zip Total Dividends

4,324

Soi Zip Total Returns

7,010

Trust Company Affiliate