{
  "crd_number": 328236,
  "slug": "xdus-fund-advisor-east-longmeadow-ma-328236",
  "primary_business_name": "XDUS FUND ADVISOR",
  "legal_name": "XD FUND ADVISOR LLC",
  "dbas": [],
  "city": "East Longmeadow",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "44140",
  "metro": {
    "cbsa_code": "44140",
    "common_name": "Springfield",
    "msa_name": "Springfield, MA",
    "path": "/advisors/ma/springfield"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-09-29",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-08-24",
  "carried_forward": false,
  "raum_total": 414767.0,
  "raum_discretionary": 414767.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 414767.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "MA"
  ],
  "websites": [
    "https://instagram.com/xdfundadvisor",
    "https://linkedin.com/xdfundadvisor",
    "https://x.com/xdfundadvisor"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328236",
  "city_as_filed": "EAST LONGMEADOW",
  "url": "https://advisorcensus.com/firm/xdus-fund-advisor-east-longmeadow-ma-328236",
  "display_name": "Xdus Fund Advisor",
  "summary": "Xdus Fund Advisor is an SEC-registered investment advisory firm in East Longmeadow, MA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 24, 2026.",
  "citation": "AdvisorCensus. Xdus Fund Advisor (CRD 328236): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Xdus Fund Advisor compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Xdus Fund Advisor reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Xdus Fund Advisor located?",
      "a": "Xdus Fund Advisor's principal office is in East Longmeadow, MA, according to its Form ADV."
    },
    {
      "q": "Is Xdus Fund Advisor registered with the SEC or a state?",
      "a": "Xdus Fund Advisor is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328236."
    },
    {
      "q": "How much does Xdus Fund Advisor manage?",
      "a": "Xdus Fund Advisor reports $414,767 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Xdus Fund Advisor's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Xdus Fund Advisor: Regulatory assets under management: $1,057,489 in the October 2024 data and $414,767 in the October 2026 data, down 61%. Total employees: 2 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Xdus Fund Advisor serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (1)."
    },
    {
      "q": "Does Xdus Fund Advisor 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/328236"
    },
    {
      "q": "What changed in Xdus Fund Advisor's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Registered or notice-filed in MA."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 2,
      "filing_date": "2023-09-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1057489.0,
      "total_employees": 3,
      "filing_date": "2024-05-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1775109.0,
      "total_employees": 1,
      "filing_date": "2025-05-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 414767.0,
      "total_employees": 2,
      "filing_date": "2026-08-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in MA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,775,109 to $414,767 (-77%).",
        "Employees performing advisory functions went from 1 to 2."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/xdus-fund-advisor-east-longmeadow-ma-328236.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 414767.0
    }
  ],
  "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/328236",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}