XT Capital Partners, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Southport, Connecticut
CRD number
118719
Registered since
April 18, 2002

Firm profile

FINTRX

Overview

XT Capital Partners, LLC is organized as a limited liability company and appears on SEC adviser records dating back to 2002. The firm is owned by an individual and is listed in the dataset as "Unclassified" for business classification. The snapshot flags several negative attributes in the dataset: XT Capital Partners is not identified as an active ESG investor, is not a multi-state adviser for reporting purposes, is not a capital allocator, is not a pension consultant, and is not listed as a related adviser. The FINTRX snapshot contains no detail on client segments, fee arrangements, investment process, or the specific advisory activities the firm conducts, so there is limited visibility into how the firm positions its services or its target clientele.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 11
  • Fredric Obsbaum

    FinOpCRD 1160811

  • Denise Spillane

    Denise Spillane

    Managing PartnerCRD 1450694

  • Nina Lesavoy

    Nina Lesavoy

    FounderCRD 4845348

Unlock 8 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Southport, CT

Fairfield

Location

Southport, CT

Headquartered in Southport, CT, 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
Fairfield
Address
223 High Meadow Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth