Investment adviser · CRD 318074

XRC INVESTMENT ADVISORS LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

AIKEN, SC, United States · Form ADV filed Mar 23, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

10 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

XRC FUND VII, LLCVenture Capital Fund · Last reported Mar 23, 2026$19.3MGross asset value

Form D fundraising filings

XRC Fund VII, LLC

Custodian FIRST CITIZENS BANK AND TRUST CO RALEIGH, North Carolina, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-7090142873
Reported beneficial owners
24
Minimum commitment
$0
Form D file number
021-395611

Form ADV 2069645 · Mar 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

XRC FUND IX LPVenture Capital Fund · Last reported Mar 23, 2026$16.8MGross asset value

Form D fundraising filings

XRC Fund IX LP

Fund administrator NORTH MOUNTAIN FUND SERVICES DANVILLE, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian FIRST CITIZENS BANK AND TRUST CO RALEIGH, North Carolina, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-8940413236
Reported beneficial owners
10
Minimum commitment
$0
Form D file number
021-476717

Form ADV 2069645 · Mar 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

XRC OPPORTUNITY FUND I, L.P.Venture Capital Fund · Last reported Mar 23, 2026$9.4MGross asset value

Form D fundraising filings

Patriot Global Ventures, LP

Fund administrator NORTHMOUNTAIN FUND SERVICES DANVILLE, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WITHUMSMITH+BROWN, PC WHIPPANY, New Jersey, United States
Custodian CITIZENS BANK PROVIDENCE, Rhode Island, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WITHUMSMITH+BROWN, PC
PCAOB 100

Fund details & source
Fund ID
805-9645986482
Reported beneficial owners
31
Minimum commitment
$0
Form D file number
021-335390

Form ADV 2069645 · Mar 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

XRC BRAND CAPITAL FUND I LPVenture Capital Fund · Last reported Mar 23, 2026$7.01MGross asset value

Form D fundraising filings

XRC Brand Capital Fund I LP

Fund administrator NORTH MOUNTAIN FUND SERVICES DANVILLE, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian CITIZENS BANK PROVIDENCE, Rhode Island, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-5526390014
Reported beneficial owners
23
Minimum commitment
$0
Form D file number
021-460129

Form ADV 2069645 · Mar 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

XRC FUND VIII, LLCVenture Capital Fund · Last reported Mar 23, 2026$4.21MGross asset value

Form D fundraising filings

Research Blocks Technologies, Inc.

Custodian FIRST CITIZENS BANK AND TRUST CO RALEIGH, North Carolina, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-4190406363
Reported beneficial owners
25
Minimum commitment
$0
Form D file number
021-364423

Form ADV 2069645 · Mar 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

XRC BRAND CAPITAL FUND I SPV NS LPVenture Capital Fund · Last reported Mar 23, 2026$2.56MGross asset value
Custodian CITIZENS BANK PROVIDENCE, Rhode Island, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-8262978360
Reported beneficial owners
12
Minimum commitment
$0

Form ADV 2069645 · Mar 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

XRC CONTINUITY FUND I, L.P.Venture Capital Fund · Last reported Mar 23, 2026$266KGross asset value
Fund administrator NORTH MOUNTAIN FUND SERVICES DANVILLE, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian FIRST CITIZENS BANK AND TRUST CO RALEIGH, North Carolina, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-1730581323
Reported beneficial owners
1
Minimum commitment
$0

Form ADV 2069645 · Mar 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 23, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

237 PARK AVENUE SW, SUITE 109
AIKEN, SC, 29801, United States

CRD 318074

Filing source

Form ADV 2069645 · Mar 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.