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 organized as a corporation and is listed as an SEC-registered adviser since 2011. Public filings and the snapshot summary provide only limited detail about the firm’s business model: its regulatory classification is recorded as "Unclassified," it is not identified as a capital allocator, and it does not report being an active ESG investor. Ownership is indicated as a combination of a domestic entity and an individual. The firm is not flagged as a multi-state adviser, is not a pension consultant, and is not listed as a related adviser. The firm has not disclosed core advisory activities, fee arrangements, or investment preferences in the material provided. Reported client and AUM figures are not available in the snapshot (client count and average client size are listed as zero), which suggests either no publicly reported assets under management or an absence of updated reporting in the source data.

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
  • Stephen Zak

    Stephen Zak

    COO & CCOCRD 2423424

  • Paul Swigart

    Paul Swigart

    CEOCRD 4580213

Contacts

3 of 10
  • Edward Bralower

    Registered RepresentativeCRD 1201091

  • Stephen Rispoli

    Stephen Rispoli

    Equity TraderCRD 2938426

  • Pavel L'vov

    Pavel L'vov

    Principal, Fixed IncomeCRD 4319406

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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