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XY INVESTMENTS

HONG KONG, Hong Kong · CRD 306443 · IAPD ↗ · xy-inv.com · +852 3511 6033

$7.5MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
1Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

15
December 2025 — XY INVESTMENTS reported RAUM down 72% ($31.9M -> $8.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
15
September 2024 — XY INVESTMENTS reported RAUM down 70% ($107.0M -> $31.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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