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X-SQUARE CAPITAL
X-SQUARE CAPITAL, LLC
CRD 167237 · SEC 801-88171
CENTRO INTERNACIONAL DE MERCADEO II, 90 CARR 165, SUITE 803, GUAYNABO, PR, 00968, United States
Phone
787-282-1621
Fax
787-765-4600
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$790.9M
Discretionary AUM
$516.6M
Team
7 total employees; 7 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Performance-based fees; AD HOC EXPERT CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 130 | $27.8M |
| High net worth individuals | 37 | $35.2M |
| Investment companies | 2 | $87.3M |
| Pooled investment vehicles | 1 | $70.8M |
| Pension/profit sharing plans | 80 | $62.7M |
| Insurance companies | 1 | $16.7M |
| Corporations/business entities | 75 | $490.4M |
States served
PR
All web addresses on file
- https://www.tiktok.com/@xsquarecapital
- https://x.com/ZTAXetf
- HTTPS://WWW.XSQUARECAPITAL.COM
- https://www.balancedira.com
- https://www.x2etfs.com
- https://www.instagram.com/xsquarecapital/
- https://www.facebook.com/xsquarecapital/
- https://pr.linkedin.com/company/x2-square-capital
- https://open.spotify.com/show/5B9CwgWjJdRE99pjhGnw1x?si=HtPQLkl8TZqcRTnQmEoouA
- https://www.youtube.com/@xsquarecapital
Official SEC filing: View on IAPD