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XA Investments LLC Appoints Kimberly Flynn, CFA as President

PRIVATEApr 11, 2024

Position

President

Company

XA Investments

Kimberly Flynn
kflynn@xainvestments.com
ChicagoFinancial ServicesFinanceVenture CapitalAngel InvestmentConsulting

Description

Kimberly Flynn, CFA has been promoted to President at XA Investments LLC, where she will work to grow the firm's presence in the interval fund marketplace and expand the team to support business growth.

Quick answer

XA Investments LLC Appoints Kimberly Flynn, CFA as President (April 11, 2024). XA Investments is based in Chicago, Illinois, United States.

Who is the new President at XA Investments?
XA Investments named Kimberly Flynn President, announced April 11, 2024.
What did XA Investments announce on April 11, 2024?
Kimberly Flynn, CFA has been promoted to President at XA Investments LLC, where she will work to grow the firm's presence in the interval fund marketplace and expand the team to support business growth.
What does XA Investments do?
XA Investments LLC is a Chicago-based alternative investment management and consulting firm.
Where is XA Investments based?
XA Investments is based in Chicago, Illinois, United States.
Which similar companies made leadership changes around the same time?
Freestone Capital Management (May 13, 2024), Lone Star (April 8, 2024), 1stWest Mergers & Acquisitions (April 2, 2024) and Crosslink Capital (April 23, 2024) also announced leadership changes within 45 days of XA Investments.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Finance

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at XA Investments, and when

A new leader at XA Investments brings new priorities and often new vendors. The first weeks are when they listen.

  • An alert the day XA Investments raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at XA Investments, from your own LinkedIn network

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Company Information

Company

XA Investments

Location

Chicago, Illinois, United States

About

XA Investments LLC is a Chicago-based alternative investment management and consulting firm. It was founded by XMS Capital Partners in April 2016, and it offers investment advisory services, investment fund structuring, and consulting services focused on registered closed-end funds to meet institutional client needs.

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XA Investments changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.