XP Investments US, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
104
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
156691
Registered since
October 27, 2011
Website
www.xpi.us

Firm profile

FINTRX

Overview

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

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

3 of 3
  • Adelia Gomez

    Chief Operations Officer / COOCRD 5477182

  • Jared Wilson

    Chief Compliance OfficerCRD 5322068

  • Andres Pardo Amezquita

    Andres Pardo Amezquita

    Head of Macro StrategiesCRD 4234511

Contacts

3 of 101
  • Lucas Chopitea

    Lucas Chopitea

    Private Wealth ManagementCRD 8022262

  • Russell Ashcraft

    Russell Ashcraft

    Managing DirectorCRD 2300445

  • Ivor Bertoluzzi Accarini

    Ivor Bertoluzzi Accarini

    Equity Derivatives TraderCRD 5395091

Unlock 98 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth