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X-Square Capital

Headquartered in GUAYNABO, PR

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Firm Information

X-Square Capital is an investment adviser based in Guaynabo, PR. The firm manages a total of $423,636,050 in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and pooled investment vehicles. They provide portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. The firm is registered with the SEC and has a total of 7 investment advisor representatives.

X-Square Capital

CENTRO INTERNACIONAL DE MERCADEO II

GUAYNABO, PR 00968

$423.64M

Assets Under Management

1

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Ad hoc expert consulting fees

Branch Locations (1)

X-SQUARE CAPITAL has a total of 1 branch locations across the country.
location

GUAYNABO, PR

Advisors at X-Square Capital

View All 5 Advisors
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Salvador Jose Gomez-carbia

RA

GUAYNABO, PR

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Victor Juan Rodriguez cerda

RA

GUAYNABO, PR

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Ignacio Manuel Canto

RA

GUAYNABO, PR

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Gabriel Antonio Medina

RA

GUAYNABO, PR

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James Arthur Rodriguez colom

RA

GUAYNABO, PR

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Paulette M Prats cruz

RA

GUAYNABO, PR

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Cristina Marie Perez-franceschini

RA

GUAYNABO, PR

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Lee Daniel Cardona rodriguez

RA

GUAYNABO, PR

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Disclosures

There are no public disclosures for X-Square Capital.

Frequently Asked Questions (7)

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