XT Capital Partners, LLC
Firm details
- Headquarters
- Southport, Connecticut
- CRD number
- 118719
- Registered since
- April 18, 2002
- Website
- xtcapital.com
Firm profile
FINTRXOverview
XT Capital Partners, LLC is organized as a limited liability company and has been registered with the SEC since 2002. The firm is listed with an individual owner and is categorized as “unclassified” in available records. Public data provide only limited detail about the firm’s business lines and advisory activities. The firm is not identified as a capital allocator, not flagged as an active ESG investor, and is not indicated to serve as a pension consultant or related adviser. The available profile is sparse on client-facing and fee information, so there is little public clarity on target client types, fee schedules, or specific advisory services offered.
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
Contacts
3 of 11Fredric Obsbaum
FinOpCRD 1160811
Frank Minard
Managing PartnerCRD 1251387

Denise Spillane
Managing PartnerCRD 1450694
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Southport, CT
Fairfield
Location
Southport, CT
Headquartered in Southport, CT, 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
- Fairfield
- Address
- 223 High Meadow Rd
- Time zone
- ET (UTC-5)
- Office locations
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