Xponance

Xponance, Inc., established in 1996, is a Philadelphia-based, employee-owned investment management firm. It serves a diverse range of clients, including pension funds, pooled investment vehicles, charitable organizations, state and municipal governments, high net worth individuals, insurance companies, and corporations. The firm offers global equity and fixed income strategies, employing a combination of fundamental and quantitative analysis. Xponance also provides asset management services and is registered as an Investment Adviser.

Marquette Chester

Senior Managing Director and Head of Alternatives

Charles Curry

Managing Director and Senior Portfolio Manager, US Fixed Income

Genie Logue

CFO

Leonard Oremland

Managing Director, Head of Distribution and Client Engagement

Thomas Quinn

Managing Director and Senior Portfolio Manager, Tactical and Multi-Manager Strategies

Sumali Sanyal

Managing Director and Senior Portfolio Manager, Systematic Global Equities

McCullough Williams III

President, COO and Member of the Board of Directors

1 past transactions

The Copia Group

Venture Round in 2024

The Copia Group is a private investment firm established in 2022 and headquartered in Chicago, Illinois. It specializes in providing debt and equity capital solutions to privately held, lower-middle market companies. The firm adopts a distinctive investment approach that integrates financial and relational capital, focusing on the holistic development of scalable business models. By driving impact at scale, The Copia Group aims to foster growth and sustainability in the businesses it supports.

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