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 registered with the SEC and has been an adviser since 2002. The firm is organized as a limited liability company and is owned by an individual. FINTRX classifies the firm as "Unclassified" and reports that it does not operate as a capital allocator or as an active ESG investor. Several standard adviser role flags are negative: it is not listed as a multi-state adviser, not newly formed, not a pension consultant, and not identified as a related adviser. Public disclosure about the firm’s advisory activities, client segments, fee schedules, or specific business lines is minimal in the FINTRX entry, so the firm’s market positioning and target client types are not described in the available data.
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
Frank Minard
Managing PartnerCRD 1251387

Denise Spillane
Managing PartnerCRD 1450694
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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