XP Advisory US, Inc.

Overview

XP Advisory US, Inc. is a corporate investment adviser that registered with the SEC in 2019. Ownership is listed as a mix of a foreign entity and individual stakeholders. The firm serves both individuals and families as well as institutional clients and describes itself as a capital allocator. Its fee arrangements include traditional percentage-of-AUM billing plus performance-based and other fee structures. The adviser offers portfolio management for individuals and small businesses, manages pooled investment vehicles and selects other advisers on behalf of clients. It maintains a range of industry affiliations, including relationships with broker-dealers, banks, trust companies, insurance firms and entities that sponsor or act as general partners/managing members of pooled vehicles. XP Advisory US is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives