XMS Capital Partners, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
—
Advisory reps
33
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 is classified in the available data as an investment bank. The firm appears to have been registered with the SEC in 2007. Ownership is listed as a combination of a domestic entity and an individual. The dataset does not identify client types, fee schedules, or detailed advisory activities, and it flags the firm as not functioning as a capital allocator. XMS Capital Partners is not described as an active ESG investor, not listed as a multi-state adviser, not a pension consultant, and not a related adviser in the provided record.

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 32
  • Theodore Brombach

    Theodore Brombach

    Founding PartnerCRD 1295389

  • Kimberly Flynn

    Kimberly Flynn

    PresidentCRD 3072482

  • John Mcgarrity

    John Mcgarrity

    Managing DirectorCRD 4525196

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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