XP ADVISORY US, INC.

Overview

XP Advisory US, Inc. is a corporate SEC-registered adviser (registered in 2019) that serves both individual/family and institutional clients. The firm is identified as a capital allocator and is owned by a combination of a foreign entity and an individual. Its advisory mandate includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of sub‑advisers. Fee arrangements include percentage-of-AUM billing alongside performance-based and other fee structures. The firm is not flagged as an active ESG investor and is not registered as a multi-state adviser or pension consultant. Industry affiliations recorded in filings include broker-dealer relationships, banking/thrift institutions, trust companies, insurance companies, and roles as sponsor or managing member of pooled investment vehicles or limited partnerships.

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