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XEBEC ASSET MANAGEMENT, LLC

DALLAS, TX · CRD 305669 · IAPD ↗ · xebeclogisticstrust.com · (469) 687-3184

$484.5MRegulatory AUM
18Advisory reps
29Employees
0Clients
n/aPlanning clients
8Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

13
April 2026 — XEBEC ASSET MANAGEMENT, LLC changed its website from xebecrealty.com to xebeclogisticstrust.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
38
April 2026 — XEBEC ASSET MANAGEMENT, LLC shrank from 33 to 18 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
38
April 2026 — XEBEC ASSET MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
April 2026 — XEBEC ASSET MANAGEMENT, LLC reported RAUM up 28% ($379.0M -> $484.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
38
April 2025 — XEBEC ASSET MANAGEMENT, LLC shrank from 38 to 33 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.