{
  "crd_number": 319671,
  "slug": "xcellerant-ventures-llc-scottsdale-az-319671",
  "primary_business_name": "XCELLERANT VENTURES, LLC",
  "legal_name": "XCELLERANT VENTURES, LLC",
  "dbas": [],
  "city": "Scottsdale",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "38060",
  "metro": {
    "cbsa_code": "38060",
    "common_name": "Phoenix",
    "msa_name": "Phoenix-Mesa-Chandler, AZ",
    "path": "/advisors/az/phoenix"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-06-05",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 26029894.0,
  "raum_discretionary": 26029894.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 9,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 529894.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 25500000.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ"
  ],
  "websites": [
    "https://instagram.com/xcellerantventures",
    "https://linkedin.com/company/xcellerantventures",
    "https://xcellerantventures.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319671",
  "city_as_filed": "SCOTTSDALE",
  "url": "https://advisorcensus.com/firm/xcellerant-ventures-llc-scottsdale-az-319671",
  "display_name": "Xcellerant Ventures, LLC",
  "summary": "Xcellerant Ventures, LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Xcellerant Ventures, LLC (CRD 319671): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Xcellerant Ventures, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Xcellerant Ventures, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Xcellerant Ventures, LLC located?",
      "a": "Xcellerant Ventures, LLC's principal office is in Scottsdale, AZ, according to its Form ADV."
    },
    {
      "q": "Is Xcellerant Ventures, LLC registered with the SEC or a state?",
      "a": "Xcellerant Ventures, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 319671."
    },
    {
      "q": "How much does Xcellerant Ventures, LLC manage?",
      "a": "Xcellerant Ventures, LLC reports $26,029,894 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Xcellerant Ventures, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Xcellerant Ventures, LLC: Regulatory assets under management: $25,500,000 in the October 2025 data and $26,029,894 in the October 2026 data, up 2%. Total employees: 9 in October 2025 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Xcellerant Ventures, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (1); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Xcellerant Ventures, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319671"
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 25500000.0,
      "total_employees": 9,
      "filing_date": "2025-05-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 26029894.0,
      "total_employees": 9,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/xcellerant-ventures-llc-scottsdale-az-319671.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 529894.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 25500000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319671",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}