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Paulette M Prats cruz

X-Square Capital

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About Paulette M Prats cruz

Paulette Prats cruz is an investment advisor representative with X-Square Capital. Paulette has been in the industry since 2013 and has experience with UBS Financial Services Inc. and UBS Financial Services Incorporated of Puerto Rico. Paulette is registered to provide investment advisory services in Puerto Rico. Paulette specializes in providing portfolio management services to businesses, individuals, investment companies, and pooled investment vehicles. Paulette's firm is located in Guaynabo, Puerto Rico.

Firm Information

Paulette Prats cruz is currently registered with X-Square Capital. 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

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Paulette Prats cruz’s Registration & Firm History

PR

02/16/2024 - Present

X-Square Capital (GUAYNABO PR)

PR

01/10/2014 - 09/18/2014

UBS FINANCIAL SERVICES INC. (GUAYNABO PR)

PR

01/10/2014 - 09/18/2014

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (GUAYNABO PR)

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Licenses & Designations

IA

Issued 02/16/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/09/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paulette M Prats cruz.
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