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XPV MANAGEMENT LLC

EL SEGUNDO, CA · CRD 322445 · IAPD ↗ · 626-616-2017

$193.6MRegulatory AUM
14Advisory reps
17Employees
0Clients
0Planning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — XPV MANAGEMENT LLC moved its main office from BEL AIR, CA to EL SEGUNDO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
46
April 2026 — XPV MANAGEMENT LLC reported RAUM up 35% ($144.4M -> $194.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
August 2025 — XPV MANAGEMENT LLC (BEL AIR, CA) is newly SEC-registered with $144.4M RAUM and 14 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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