EXI Investment Management, operating as EXI Investment Partners, advises private equity investment funds. These funds are single-asset funds that have invested in controlling interests in operating companies. EXI monitors and manages these portfolio investments and eventually disposes of them. EXI does not advise retail investors or natural persons and does not plan to in the future.
Assets Under Management$27M
Clients3
Advisors2
Avg. per Client$8.9M
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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