XT Capital Partners, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Southport, Connecticut
CRD number
118719
Registered since
April 18, 2002

Firm profile

FINTRX

Overview

XT Capital Partners, LLC is organized as a limited liability company and is recorded in FINTRX as an SEC-registered adviser since 2002. Ownership is listed as individual rather than institutional or corporate. The firm's snapshot classifies it as "Unclassified" and flags several operational attributes as negative: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser (per the snapshot flag), not newly formed, not a pension consultant, and not a related adviser. FINTRX does not provide descriptive entries for the firm's client base, fee structure, business activities, or advisory activities in the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 11
  • Fredric Obsbaum

    FinOpCRD 1160811

  • Denise Spillane

    Denise Spillane

    Managing PartnerCRD 1450694

  • Nina Lesavoy

    Nina Lesavoy

    FounderCRD 4845348

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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