XULU INC. Overview

Xulu Inc. is an investment advisor that manages 232.1 MM dollars in regulatory AUM and has 35 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/15. The fund's latest filing disclosed 617MM in positions, representing 266% of the manager's regulatory AUM.

XULU INC. StockAlpha

-3.7%
Top 25%
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Fundamental & Technical Factor Exposure

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XULU INC. Since Last Filing Return Details

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Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

XULU INC. Founders and Key Employees

Name Title In Position Since
Bo Lu Shareholder, Chief Executive Officer And Chief Compliance Officer May-2010
Jon C. Xu Shareholder And President May-2010
Simon Moore Chief Investment Officer December-2013

XULU INC. Brokers, Custodians, Auditors and Administrators

Type Company

XULU INC. Investment Strategy

XULU INC. Portfolio Concentration

XULU INC. Location

580 MARKET ST
SUITE 500
SAN FRANCISCO, California
UNITED STATES, 94104

XULU INC. Contact Information

Phone Number: 800-975-7199
Fax Number: JUNE
Website:

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