XMS Capital Partners, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 142871
- Registered since
- May 29, 2007
- Website
- www.xmscapital.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
John Spence
Co-ceoCRD 2079237
Contacts
3 of 34
Lauren Michalak
Managing DirectorCRD 5228980

Paul Glover
Managing DirectorCRD 4112769

Christopher Blake
Managing DirectorCRD 3085716
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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