LP Profile

XYPN Invest

Also known as xypn invest

Asset ManagerBozeman, United StatesFounded 2017

Bozeman

Headquarters

Investment Focus

About XYPN Invest

XYPN makes it possible for fee-only financial advisors to start, run, and scale the RIA of their dreams with complete autonomy.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to XYPN Invest from SEC and IRS filings.

SEC Form ADV

Verified

Reported AUM: $881.5M
Total Clients: 3,921
Filing Date: May 29, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

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FAQ

Frequently asked questions

What type of investor is XYPN Invest?

XYPN Invest is a asset manager based in Bozeman, United States.

Where is XYPN Invest headquartered?

XYPN Invest is headquartered in Bozeman, United States.

When was XYPN Invest founded?

XYPN Invest was founded in 2017.

How can I contact XYPN Invest?

Verified contact details, key decision-makers, and investment preferences for XYPN Invest are available on LPbacked. Create a free account to access them.