XP Investments US, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 156691
- Registered since
- October 27, 2011
- Website
- www.xpi.us
Firm profile
FINTRXOverview
XP Investments US, LLC is organized as a limited liability company and is listed as unclassified in the available records. Ownership is held by a combination of a domestic entity and an individual. Publicly available fields for client types, fee schedules, and specific advisory activities are blank, so the firm’s service model and target client segments are not disclosed. The firm is not identified as a capital allocator, does not list itself as an active ESG investor, and is not flagged as a pension consultant or related adviser. Other operational flags indicate it is not a multi-state adviser and is not newly formed, but beyond those high-level attributes there is little detail about investment approach, product shelf, or fee arrangements.
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
2 of 2Jared Wilson
Chief Compliance OfficerCRD 5322068
Adelia Gomez
Chief Operations Officer / COOCRD 5477182
Contacts
3 of 99
Adriano Gomes
Financial AdvisorCRD 5340232
Carlos Ferreira Lima
Financial AdvisorCRD 4280015

Ricardo Ventura
Private Wealth AdvisorCRD 4246963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 55 W 46th St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Rothschild & Co US Inc.
Broker-DealerNew York, NY
Blaylock van, LLC
Broker-DealerNew York, NY
Virtu Americas LLC
Broker-DealerNew York, NY
Omnicap, LLC
Broker-DealerNew York, NY
Kidron Capital Securities LLC
Broker-DealerNew York, NY
Berkery Noyes Securities, LLC
Broker-DealerNew York, NY