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Anish Sheth

XN LP·NEW YORK, New York
Unclaimed Profile
412 WEST 15TH STREET, NEW YORK, NY 10011CRD# 7242282Firm CRD# 308156
01

About

Anish Sheth is a registered financial advisor based in NEW YORK, New York, affiliated with XN LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
XN LP
XN LP
AUM
$3.3B
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at XN LP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7242282
Firm CRD# 308156
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anish Sheth offer?
Anish Sheth specializes in Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Anish Sheth's credentials?
Anish Sheth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anish Sheth located?
Anish Sheth is based in NEW YORK, New York, working with XN LP. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Anish Sheth charge for services?
Anish Sheth's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is XN LP?
XN LP has approximately 31 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Kristen Carroll Masino
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