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X-SQUARE CAPITAL
GUAYNABO, PR
787-282-1621
SEC #801-88171Total AUM
$790.9M
Employees
7Clients
326Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
CENTRO INTERNACIONAL DE MERCADEO II
90 CARR 165, SUITE 803
GUAYNABO
PR 00968
United States
90 CARR 165, SUITE 803
GUAYNABO
PR 00968
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Monday - Friday
Phone
787-282-1621
Financials
Total AUM
$790.9M
Accounts
326Discretionary
$516.6M
Accounts
325Non-Discretionary
$274.3M
Accounts
1
Clients
Individual Clients
130AUM
$27.8M
HNW Individual Clients
37AUM
$35.2M
Investment Company Clients
2AUM
$87.3M
Pooled Vehicle Clients
1AUM
$70.8M
Pension/Profit Sharing Plan Clients
80AUM
$62.7M
Insurance Company Clients
1AUM
$16.7M
Corporation or Business Clients
75AUM
$490.4M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
AD HOC EXPERT CONSULTING FEES
Compliance
Disclosures
None reported
State Registrations
PR
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.