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XPONANCE LLC
CRD 111126 · SEC 801-51407
1845 WALNUT STREET, SUITE 800, PHILADELPHIA, PA, 19103, United States
Phone
215-567-1100
Fax
215-567-1810
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$24.27B
Discretionary AUM
$23.93B
Team
46 total employees; 15 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $3.1M |
| High net worth individuals | 2 | $40.6M |
| Pooled investment vehicles | 2 | $1.16B |
| Pension/profit sharing plans | 19 | $1.23B |
| Charitable organizations | 52 | $2.40B |
| State/municipal entities | 42 | $18.72B |
| Insurance companies | 3 | $47.1M |
| Corporations/business entities | 6 | $667.0M |
States served
CA, CO, GA, IL, LA, MD, MI, NY, NC, PA, VA, TX
All web addresses on file
Official SEC filing: View on IAPD