XMS CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 142871
- Registered since
- May 29, 2007
- Website
- www.xmscapital.com
Firm profile
FINTRXOverview
XMS Capital Partners, LLC is organized as a limited liability company and has been SEC-registered since 2007. The firm is classified in the FINTRX snapshot as an investment bank rather than a traditional registered investment adviser, and its ownership is listed as a combination of domestic entity and individual owners. The profile indicates the firm does not act as a capital allocator and is not flagged as an active ESG investor. The snapshot shows XMS Capital Partners is not a multistate adviser, not a pension consultant, and not registered as a related adviser, which aligns with an operating model centered on investment-banking activities rather than broad retail or institutional advisory services. Public-facing details about client types, fee structures, and advisory activities were not provided in the available data.
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
1 of 1JOHN SPENCE
Co-CEOCRD 2079237
Contacts
3 of 33LAUREN MICHALAK
Managing DirectorCRD 5228980
PAUL GLOVER
Managing DirectorCRD 4112769
CHRISTOPHER BLAKE
Managing DirectorCRD 3085716
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 321 N Clark St
- Time zone
- CT (UTC-6)
- Office locations
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