Xponance Alts Solutions, Llc
- Regulatory AUM
- $92.3M
- Discretionary
- $92.3M
- Clients
- 1
- Avg AUM / client
- $92.3M
- Accounts
- 1
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $92.3M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $92.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Xponance Diverse Opportunities Fund, Lp | Private Equity Fund | Delaware | $92.3M | 11 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Byles Williams, Tina | Chairperson/Member | Dec 2009 (17y) | 10% – 25% | |
| Urbach, James | Trustee | Dec 2012 (14y) | GP / trustee / elected manager of Xponance Employee Stock Ownership Plan Trust (indirect) | |
| Chester, Marquette | Senior Managing Director/Member | Feb 2021 (6y) | 10% – 25% | |
| Logue, Eugenie, Guthrie | Chief Financial Officer | Feb 2021 (6y) | Less than 5% | |
| Simms, Shelley | Chief Compliance Officer | Feb 2021 (6y) | Less than 5% | |
| Williams, Mccullough, Alphonso | Chief Operating Officer | Feb 2021 (6y) | Less than 5% | |
| Orr, Michael | Managing Director & Chief Investment Officer | Sep 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Xponance, Inc. | Member | Feb 2021 | A | 50% – 75% |
| Tina Byles Williams Revocable Trust | Member | Apr 2023 | A | 10% – 25% |
| Invictus 70 Ventures, Llc | Member | Apr 2023 | A | 10% – 25% |
| Tina Byles Williams Revocable Trust | Shareholder | Dec 2009 | B | ≈ 25% – 56.25% via Xponance, Inc. |
| Xponance Employee Stock Ownership Plan Trust | Shareholder | Dec 2012 | B | ≈ 12.5% – 37.5% via Xponance, Inc. |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Tina Byles Williams Revocable Trust: 50% – 75% of Xponance, Inc. × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Xponance Employee Stock Ownership Plan Trust: 25% – 50% of Xponance, Inc. × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $92.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Xponance Diverse Opportunities Fund, Lp | Private Equity Fund | $92.3M | $5.0M | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗