![John Spence](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Net worth: 2 M $ as of 31/05/2026
John Spence is a founding partner of XMS Capital Partners LLC, which is founded in 2006.
He is currently the Co-Chief Executive Officer at XA Investments LLC since 2016, the Chief Financial Officer & Treasurer at XAI Octagon Floating Rate Alternative Income Term Trust since 2017, and has worked at Morgan Stanley since 2004.
Mr. Spence was previously a Managing Director at Dresdner Kleinwort & Wasserstein, Inc. Mr. Spence received his undergraduate degree from the University of Notre Dame and his MBA from the University of California, Berkeley.
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 19/02/2026 | 1,14,477 ( 0.75% ) | 2 M $ | 31/05/2026 | |
-.--% | 30/09/2025 | 4,063 ( -.--% ) | 98 121 $ | 31/05/2026 |
-.--% | 30/09/2025 | 967 ( -.--% ) | 23 334 $ | 31/05/2026 |
Madison Covered Call & Equity Strategy Fund
 Madison Covered Call & Equity Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust 0.01% | 30/09/2025 | 2,574 ( 0.01% ) | 15 084 $ | 31/05/2026 |
| Companies | Position | Start |
|---|---|---|
| XAI FLOATING RATE & ALTERNATIVE INCOME TRUST | Director of Finance/CFO | 27/09/2017 |
XMS Capital Partners LLC
 XMS Capital Partners LLC Investment ManagersFinance Provides financial advisory services | Founder | 01/01/2006 |
XA Investments LLC
 XA Investments LLC Investment ManagersFinance Provides investment advisory services | Chief Executive Officer | 01/01/2016 |
| Companies | Position | End |
|---|---|---|
Dresdner Kleinwort & Wasserstein, Inc.
 Dresdner Kleinwort & Wasserstein, Inc. Investment ManagersFinance Provides financial restructuring services | Corporate Officer/Principal | - |
Active
Inactive
Listed companies
Private companies
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
| Private companies | 6 |
|---|---|
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
XMS Capital Partners LLC
XMS Capital Partners LLC Investment ManagersFinance Provides financial advisory services | Finance |
XAI Octagon Floating Rate & Alternative Income Term Trust
 XAI Octagon Floating Rate & Alternative Income Term Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Dresdner Kleinwort & Wasserstein, Inc.
Dresdner Kleinwort & Wasserstein, Inc. Investment ManagersFinance Provides financial restructuring services | Finance |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
XA Investments LLC
XA Investments LLC Investment ManagersFinance Provides investment advisory services | Finance |
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