XP Investments US, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 156691
- Registered since
- October 27, 2011
- Website
- www.xpi.us
Firm profile
FINTRXOverview
XP Investments US, LLC is organized as a limited liability company and has been registered with the SEC since 2011. The firm is listed as a domestic entity with individual ownership and is recorded in the dataset under an unclassified adviser type. The snapshot identifies the firm as not acting as a capital allocator and not positioning itself as an active ESG investor. It is not flagged as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Public disclosures in the provided dataset are sparse: there are no firm-level descriptions of its advisory services, typical client segments, fee schedules, or the specific business activities it pursues.
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
3 of 3Adelia Gomez
Chief Operations Officer / COOCRD 5477182
Jared Wilson
Chief Compliance OfficerCRD 5322068

Andres Pardo Amezquita
Head of Macro StrategiesCRD 4234511
Contacts
3 of 101
Lucas Chopitea
Private Wealth ManagementCRD 8022262

Russell Ashcraft
Managing DirectorCRD 2300445

Ivor Bertoluzzi Accarini
Equity Derivatives TraderCRD 5395091
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 55 W 46th St
- Time zone
- ET (UTC-5)
- Office locations
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