XP Advisory US, Inc.

Overview

XP Advisory US, Inc. is an adviser that serves both individual and family clients as well as institutional investors. The firm charges asset-based fees and also uses performance-linked fee arrangements, suggesting they manage both traditional advisory mandates and strategies where upside sharing is appropriate. XP Advisory is not designated as a capital allocator; rather, it places client capital into third‑party vehicles and sponsored structures while maintaining roles across the financial services ecosystem (broker‑dealer, other investment adviser, bank or thrift, trust company, insurance company and sponsor/GP roles for limited partnerships and pooled vehicles). Regulatory and operational descriptors indicate the adviser is not positioned as a multi‑state or newly formed adviser, and it does not identify as an active ESG investor. The mix of affiliations and sponsorship activity implies the firm combines advisory services with product‑sponsoring capabilities and uses outside managers for parts of its alternative exposure.

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Public Holdings

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Location & Offices