Theodore Brombach
Chief Executive Officer at XAI OCTAGON FLOATING RATE & ALTERNATIVE INCOME TRUST
Net worth: 3 M $ as of 2024-03-30
Profile
Theodore J.
Brombach is the founder of XMS Capital Partners LLC, which was founded in 2006.
He holds the title of Managing Partner at XMS Capital Partners LLC.
Mr. Brombach's current job(s) include President, Chief Executive Officer & Trustee at XAI Octagon.
Floating Rate Alternative Income Term Trust since 2017, Co-Chief Executive Officer at XA Investments LLC since 2016, and Co-Chief Executive Officer at XPDI Sponsor LLC and XPDI Sponsor II LLC.
Mr. Brombach's former job(s) include Chairman at Power & Digital Infrastructure Acquisition Corp.
and Power & Digital Infrastructure Acquisition II Corp.
He also worked at Morgan Stanley from 1990 to 2006, where he held the title of Managing Director & Co-Head-Midwest Investment.
Additionally, he served as a Director at Lyric Opera of Chicago and RiverWood Bank (Baxter, Minnesota) (Old).
Mr. Brombach's education history includes an undergraduate degree from the University of Notre Dame and an MBA from Northwestern University and Kellogg School of Management.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2023-12-04 | 484,646 ( 0.92% ) | 3 M $ | 2024-03-30 |
Theodore Brombach active positions
| Companies | Position | Start |
|---|---|---|
| XAI OCTAGON FLOATING RATE & ALTERNATIVE INCOME TRUST | Chief Executive Officer | 2017-09-26 |
XMS Capital Partners LLC
 XMS Capital Partners LLC Investment ManagersFinance XMS Capital Partners LLC engages in the provision of financial advisory services. It offers mergers and acquisitions, divestitures, private placements, initial public offering, and debt restructuring advisory services. The company was founded by John Spence and Theodore Brombach in 2006 and is headquartered in Chicago, IL. | Founder | 2005-12-31 |
XA Investments LLC
 XA Investments LLC Investment ManagersFinance Part of Xms Holdings LLC, XA Investments LLC is a Chicago-based investment manager that provides investment advisory services, investment fund structuring, and consulting services to meet institutional client needs. XA Investments believes that the investing public can benefit from new vehicles to access a broad range of alternative investment strategies and managers. The CEOs of the American company are Theodore J. Brombach and John Spence. The private company was founded in April 2016 and offers custom product build and consulting services, including development and market research, sales, marketing, fund management, and administration. | Chief Executive Officer | 2015-12-31 |
XPDI Sponsor LLC
 XPDI Sponsor LLC Financial ConglomeratesFinance XPDI Sponsor LLC provides investment services. The private company is based in Chicago, IL. The CEOs of the company are Patrick Christopher Eilers, Theodore J. Brombach. | Chief Executive Officer | - |
| XPDI Sponsor II LLC | Chief Executive Officer | - |
Former positions of Theodore Brombach
| Companies | Position | End |
|---|---|---|
| MORGAN STANLEY | Corporate Officer/Principal | 2005-12-31 |
| POWL INFRPAR | Chairman | - |
| POWL INFR | Chairman | - |
| RiverWood Bank (Baxter, Minnesota) (Old) | Director/Board Member | - |
| ░░░░░ ░░░░░ ░░ ░░░░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
Training of Theodore Brombach
| University of Notre Dame | Undergraduate Degree |
| Northwestern University | Masters Business Admin |
| Kellogg School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Private companies | 9 |
|---|---|
XMS Capital Partners LLC
XMS Capital Partners LLC Investment ManagersFinance XMS Capital Partners LLC engages in the provision of financial advisory services. It offers mergers and acquisitions, divestitures, private placements, initial public offering, and debt restructuring advisory services. The company was founded by John Spence and Theodore Brombach in 2006 and is headquartered in Chicago, IL. | Finance |
Lyric Opera of Chicago
 Lyric Opera of Chicago Movies/EntertainmentConsumer Services Lyric Opera of Chicago provides live theatrical presentations. The company was founded by Carol Fox, Nicola Rescigno and Lawrence V. Kelly in 1954 and is headquartered in Chicago, IL. | Consumer Services |
| RiverWood Bank (Baxter, Minnesota) (Old) | Finance |
XAI Octagon Floating Rate Alternative Income Term Trust
 XAI Octagon Floating Rate Alternative Income Term Trust Investment Trusts/Mutual FundsMiscellaneous XAI Octagon Floating Rate Alternative Income Term Trust is a diversified, closed-end management investment company. It invests invests in a dynamically managed portfolio of floating-rate credit instruments and other structured credit investments within the private markets. The company was founded on September 27, 2017 and is headquartered in Chicago, IL. | Miscellaneous |
XA Investments LLC
XA Investments LLC Investment ManagersFinance Part of Xms Holdings LLC, XA Investments LLC is a Chicago-based investment manager that provides investment advisory services, investment fund structuring, and consulting services to meet institutional client needs. XA Investments believes that the investing public can benefit from new vehicles to access a broad range of alternative investment strategies and managers. The CEOs of the American company are Theodore J. Brombach and John Spence. The private company was founded in April 2016 and offers custom product build and consulting services, including development and market research, sales, marketing, fund management, and administration. | Finance |
Power & Digital Infrastructure Acquisition Corp.
 Power & Digital Infrastructure Acquisition Corp. Financial ConglomeratesFinance Power & Digital Infrastructure Acquisition Corp. operates as a blank check company. The firm engages in seeking a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses or entities. The company was founded on December 29, 2020 and is headquartered in Chicago, IL. | Finance |
XPDI Sponsor LLC
XPDI Sponsor LLC Financial ConglomeratesFinance XPDI Sponsor LLC provides investment services. The private company is based in Chicago, IL. The CEOs of the company are Patrick Christopher Eilers, Theodore J. Brombach. | Finance |
Power & Digital Infrastructure Acquisition II Corp.
 Power & Digital Infrastructure Acquisition II Corp. Financial ConglomeratesFinance Power & Digital Infrastructure Acquisition II Corp. is a blank check company, which aims to acquire, through a merger, capital stock exchange, asset acquisition, stock purchase or other similar business combination, one or more operating businesses. The company was founded on March 23, 2021 and is headquartered in Chicago, IL. | Finance |
| XPDI Sponsor II LLC |
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