XMS Capital Partners, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
35
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
142871
Registered since
May 29, 2007

Firm profile

FINTRX

Overview

XMS Capital Partners, LLC is organized as a limited liability company and has been SEC-registered since 2007. FINTRX classifies the firm as an investment bank rather than a traditional registered investment advisor or capital allocator. The record identifies the owner type as a domestic entity and/or individual. FINTRX reports that the firm is not an active ESG investor, is not designated as a multi-state adviser, and is not listed as a capital allocator or pension consultant. The firm has not provided detailed public disclosures about its fee schedule, client types, or specific advisory activities in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • John Spence

    John Spence

    Co-ceoCRD 2079237

Contacts

3 of 34
  • Lauren Michalak

    Lauren Michalak

    Managing DirectorCRD 5228980

  • Paul Glover

    Paul Glover

    Managing DirectorCRD 4112769

  • Christopher Blake

    Christopher Blake

    Managing DirectorCRD 3085716

Unlock 31 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
321 N Clark St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth