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 registered as a limited liability company and has held SEC registration since 2011. FINTRX classifies the firm as "unclassified" and identifies its owner type as a combination of a domestic entity and an individual. The data set indicates the firm is not designated as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not reported as a related adviser. FINTRX does not provide descriptions of the firm's advisory activities, fee structure, or client segments.
Assets & Accounts
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
3 of 3ADELIA GOMEZ
Chief Operations Officer / COOCRD 5477182
JARED WILSON
Chief Compliance OfficerCRD 5322068
ANDRES PARDO AMEZQUITA
Head of Macro StrategiesCRD 4234511
Contacts
3 of 99Lucas Chopitea
Private Wealth ManagementCRD 8022262
IVOR BERTOLUZZI ACCARINI
Equity Derivatives TraderCRD 5395091
Maria Brito de Assis
Financial AdvisorCRD 8197919
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
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