X-SQUARE CAPITAL, LLC

X-SQUARE CAPITAL
GUAYNABO, Puerto Rico·7 registered advisors·CRD# 167237
SEC# 801-881710787-282-1621
01

Firm Overview

AUM
$424M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
Other: AD HOC EXPERT CONSULTING FEES
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at X-SQUARE CAPITAL, LLC

7 registered advisors
Cristina Marie Perez Franceschini
GUAYNABO, Puerto Rico
Gabriel Antonio Medina
GUAYNABO, Puerto Rico
Ignacio Manuel Canto
GUAYNABO, Puerto Rico
Jose Gualberto Nater
HATO REY, Puerto Rico
Manuel Antonio Moreda
HATO REY, Puerto Rico
Roberto Jesus Prohias Fernandez
HATO REY, Puerto Rico
Ruben Antonio Tapia Vargas
HATO REY, Puerto Rico
05

Office Locations

HATO REY, Puerto Rico
4 advisors
GUAYNABO, Puerto Rico
3 advisors

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Data sourced from SEC Form ADV filings. X-SQUARE CAPITAL, LLC (CRD# 167237) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.