Xtellus Capital Partners, Inc.

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
156048
Registered since
September 19, 2011

Firm profile

FINTRX

Overview

Xtellus Capital Partners, Inc. is an SEC-registered corporate advisory entity first registered in 2011. Publicly available dataset fields are sparse: ownership is recorded as a mix of a domestic entity and an individual, the adviser is categorized as unclassified, and the firm is not identified as a capital allocator, an active ESG investor, a pension consultant, or a related adviser. The dataset does not describe the firm’s advisory offerings, fee structure, client types, or investment approach. The snapshot flags Xtellus Capital Partners, Inc. as not a multi-state adviser, even though office-location data in the same dataset indicates the firm maintains presences in more than one state. The limited disclosures make it difficult to characterize the firm’s target clients, product mix, or portfolio construction philosophy from this source alone.

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

Owners & executives

2 of 2
  • Paul Swigart

    Paul Swigart

    CEOCRD 4580213

  • Stephen Zak

    Stephen Zak

    COO & CCOCRD 2423424

Contacts

3 of 10
  • David Kuzmanich

    David Kuzmanich

    Financial Business ConsultantCRD 2886688

  • Evguenii Khijniak

    Evguenii Khijniak

    Registered RepresentativeCRD 5329566

  • Edward Bralower

    Registered RepresentativeCRD 1201091

Unlock 7 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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
535 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth