Xylem Investments Inc (Boston)

Xylem Investments Inc is a large advisory firm based in Boston. It manages $44.04 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Xylem Investments provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Xylem Investments: assets under management

The assets under management (AUM) of Xylem Investments Inc is $44.04 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $44.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $44.04 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Xylem Investments Inc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Xylem Investments Inc

Richard D. Mcdonough has been acting as President since 1 Nov 1994. Roy M Mccluskey has served as the Chief Investment Officer since 1 Feb 1998. Jill Erickson Carey joined the executive team most recently as the Controller.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Nash Hurley	Ceo	1 Apr 1994	75% - 100%	4376673
Stephen Kenneth Fogg	Director	1 Apr 1994	Other	4376675
Richard D. Mcdonough	Director	1 Nov 1994	Other	4394194
James Coombs Van Meter	Director	1 Nov 1994	Other	4394197
William Henry Morton	Cfo and compliance officer	1 Sep 1995	Other	4376677
Chad Edwards Brown	Director	1 Dec 1995	Other	1843646
Roy M Mccluskey	Chief investment officer	1 Feb 1998	Other	3119278
Jill Erickson Carey	Controller	1 Jan 2002	Other	4496536

Based in Boston

The principal office where Xylem Investments Inc performs its advisory services is located at 40 Broad Street, Boston, MA 02109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.