X-Square Capital

RIASEC RegisteredEst. 2015

Total AUM

$791M

Discretionary

$517M

65% of AUM

Avg account

$2.4M

Accounts

326

Employees

Advisory reps

Firm details

Headquarters: Guaynabo, PR
CRD number: 167237
Registered since: April 6, 2015
Website: xsquarecapital.com
Custodians: CHARLES SCHWAB & CO., INC., JEFFERIES LLC, USBANK, N.A., J.P. MORGAN SECURITIES INC., STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Corporations / Businesses62.01%
Investment Companies11.03%
Pooled Investment Vehicles8.96%
Pension & Profit Sharing Plans7.93%
HNWI4.45%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

X-Square Capital is a privately held LLC that operates as a multi-strategy fund manager with hedge fund and private equity activity. Registered with the SEC in 2015 and owned by an individual, the firm serves both high-net-worth individuals and institutional clients. Its advisory services span discretionary portfolio management for individuals, pooled investment vehicles, investment companies, and businesses or institutions. Compensation structures include asset-based fees and performance fees, and the firm also charges other fee types for certain products. X-Square Capital reports that it is not an active ESG investor and functions as sponsor/GP/managing member for pooled vehicles it controls.