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 has been SEC‑registered since 2002. Public records list the firm’s ownership as an individual owner and classify the adviser as "unclassified" rather than under a specific advisory niche. The firm does not identify itself as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser. The publicly available profile for XT Capital Partners contains minimal detail about its client types, fee arrangements, advisory activities, or industry affiliations. That limited disclosure makes it difficult to describe the firm’s client segmentation, service model, or investment process with confidence.

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

Contacts

3 of 11
  • Fredric Obsbaum

    FinOpCRD 1160811

  • Denise Spillane

    Denise Spillane

    Managing PartnerCRD 1450694

  • Nina Lesavoy

    FounderCRD 4845348

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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