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 in SEC records with an initial registration year of 2002. The firm is listed as having an individual owner and is classified in the dataset as “unclassified.” Several standard metadata fields are blank or negative in the record: it is not flagged as a capital allocator, not identified as an active ESG investor, not a pension consultant, and not marked as a related adviser. The dataset does not include descriptions of the firm’s client segments, fee schedule, business lines, or specific advisory services.

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

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth