XT Capital Partners, LLC
Firm details
- Headquarters
- Southport, Connecticut
- CRD number
- 118719
- Registered since
- April 18, 2002
- Website
- xtcapital.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 11Fredric Obsbaum
FinOpCRD 1160811

Denise Spillane
Managing PartnerCRD 1450694

Nina Lesavoy
FounderCRD 4845348
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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