Xtellus Capital Partners, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 156048
- Registered since
- September 19, 2011
- Website
- www.xtelluscapital.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Paul Swigart
CEOCRD 4580213

Stephen Zak
COO & CCOCRD 2423424
Contacts
3 of 10
David Kuzmanich
Financial Business ConsultantCRD 2886688

Evguenii Khijniak
Registered RepresentativeCRD 5329566
Edward Bralower
Registered RepresentativeCRD 1201091
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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