XPOTENTIAL INC.

XPOTENTIAL INC. of SHORT HILLS, NJ is an SEC-registered investment adviser (CRD 152793). Regulatory assets under management: $91.1M.

Registration

• CRD: 152793
• Type: Registered investment adviser
• Location: 1200 MORRIS TURNPIKE, SHORT HILLS, NJ, 07078
• Phone: 908-273-7600
• Latest filing: 2026-03-31
• Regulatory AUM: $91.1M
• Discretionary AUM: $89.9M
• Non-discretionary AUM: $1.2M
• Clients: 2
• Accounts: 68

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152793 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search