Fundraising Fox

Xponance

Institutional investor

Philadelphia · 41 people tracked

Find your way into Xponance

1,318 people in our graph share verified history with the Xponance team — schools, employers, funds. One of them is your warm intro.

Niki Pezeshkiunlockedknows Ia Bergman · together at Goldman Sachs (overlapped)
×9knows the team · via Goldman Sachs
knows the team · via Stockholm School of Economics
knows the team · via The University of North Carolina at Chapel Hill
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Investment thesis

Xponance's index strategies follow a risk-aware, quantitative process aimed at replicating a client-specified benchmark as closely as possible in a cost-efficient way with minimal tracking error. The S&P 500 Passive Strategy is fully replicated, weighting each stock in line with its benchmark weight, holding minimal cash, and using ETFs to reduce non-equity exposure. The portfolio is self-rebalancing to keep turnover and transaction costs low, and it is monitored against the benchmark throughout each trading day. More broadly, the firm spans direct equity management, U.S. fixed income, a multi-manager platform partnering with emerging managers, and an alternatives subsidiary delivering GP capital solutions.

Source: firm website, verified Sep 15, 2026.

HQ
Philadelphia, US
Instruments
Equity
Founded
1996
AUM
$24.3B
Tracked investments
2

Team · 41 people

from the firm's website & curated
Charles L. Curry, Jr.· Managing Director, Senior Portfolio Manager, U.S. Fixed Income
Michael A.B. Orr· Managing Director and Chief Investment Officer
Cesar Gonzales, Jr.· Senior Director, Manager Development and Client Portfolio Manager
Clarissa Parker· Director of Client Engagement & Sustainability
Corey Moore· Director and Portfolio Manager, U.S. Fixed Income
Cynthia Steer· Independent Board Member
David Andrade· Chief Technology Officer, General Manager of Aaprylin
Donna James· Independent Board Member
Fred Choate· Independent Board Member
James C. Rhee· Independent Board Member
Jerrod Stoller· Strategic Advisor to the CEO
John Gagliardi· Director and Portfolio Manager, U.S. Fixed Income
Jordan M. Williams· Associate, Private Equity Team
Len Oremland· Managing Director & Head of Distribution & Public Relations
Marcy Rappaport· Director, Business Development & Consultant Relations
Michelle James· Director, Human Resources
Mildred O. Forbes· Chief Compliance Officer
Omaar Poitevien· Lead Manager, Operations Research Specialist
Sean Golliher· Vice President, Operations

What they invest in

from 1 of 2 portfolio companies

Fintech ×1Media & Entertainment ×1

Investments · 2 tracked

founders shown can be your intro path
Pionlinepionline.comin𝕏

Pensions & Investments is a news and information publication covering institutional investing, retirement plans, and asset management, serving pension funds, defined contribution plan sponsors, and money managers.

FintechMedia & Entertainment

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Hydrolix

Fund performance · per public LP disclosures

as of Sep 2022
FundVintageCommittedNet IRRTVPIDPI
XponanceLPs: Baltimore City Employees' Retirement System3.7%

Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).

Frequently asked questions

What sectors does Xponance focus on?
Xponance focuses on Fintech.
Where is Xponance located?
Xponance is headquartered in Philadelphia, US.
Who does Xponance co-invest with?
Xponance most often shares deals with Blumberg Capital, Boulder Ventures, Fulcrum Equity Partners, among 16 tracked co-investors.

Media · Podcasts & interviews

featuring the team

Images

Xponance photo

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