AUMdb

Xtellus Advisors Llc

State-registered Investment Adviser CRD 313437 · SEC file 802-130945 · Miami, FL · www.xtellusadvisors.com
☆ Save with Pro ADV data as of May 14, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$36.1M $48.4M
Aug 6, 2021 Mar 30, 2023

Reported AUM from Form ADV filings, plotted by filing date · as of May 14, 2026

Private funds (8)

Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $32.2M combined gross assets

FundTypeDomicileGross assetsOwners
Xtellus Pre Ipo Fund (2021) Cayman, Lp Private Equity Fund Cayman Islands $13.9M 6
Xtellus Coinvest Ii, Lp Private Equity Fund Delaware $6.0M 3
Xts Two Llc Private Equity Fund Delaware $3.3M 2
Tst 1, Llc Private Equity Fund Delaware $2.3M 24
Xtellus Pre Ipo Fund (2021), Lp Private Equity Fund Delaware $2.1M 15
Xts One, Llc Private Equity Fund Delaware $1.7M 27
Xtellus Coinvest I, Lp Private Equity Fund Cayman Islands $1.6M 4
Xtx One, Llc Private Equity Fund Delaware $1.2M 7

People (4)

NameRole / titleCredentialsWith firm sinceOwnership
Gigliotti, Gregory, Joseph Chief Executive Officer Mar 2021 (6y) Less than 5%
L'vov, Pavel, Gennadievich Managing Member Mar 2021 (6y) ≈ 18.75% – 50% via Xtellus Partners Llc
Swigart, Paul, Marshall Managing Member Mar 2021 (6y) ≈ 37.5% – 75% via Xtellus Partners Llc
Zak, Stephen, Peter Chief Compliance Officer Mar 2021 (6y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Xtellus Partners Llc Member Mar 2021 A 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • L'vov, Pavel, Gennadievich: 25% – 50% of Xtellus Partners Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
  • Swigart, Paul, Marshall: 50% – 75% of Xtellus Partners Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (8, $32.2M gross assets)

FundTypeGross assetsMin. investmentOwners
Xtellus Pre Ipo Fund (2021) Cayman, Lp Private Equity Fund $13.9M $1.0M 6
Xtellus Coinvest Ii, Lp Private Equity Fund $6.0M $1.0M 3
Xts Two Llc Private Equity Fund $3.3M $0 2
Tst 1, Llc Private Equity Fund $2.3M $25.0K 24
Xtellus Pre Ipo Fund (2021), Lp Private Equity Fund $2.1M $1.0M 15
Xts One, Llc Private Equity Fund $1.7M $0 27
Xtellus Coinvest I, Lp Private Equity Fund $1.6M $1.0M 4
Xtx One, Llc Private Equity Fund $1.2M $0 7

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/14/2026 1.89 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 14, 2026.

View current Form ADV (SEC/IAPD) ↗