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 registered with the SEC and has been an adviser since 2002. The firm is organized as a limited liability company and is owned by an individual. FINTRX classifies the firm as "Unclassified" and reports that it does not operate as a capital allocator or as an active ESG investor. Several standard adviser role flags are negative: it is not listed as a multi-state adviser, not newly formed, not a pension consultant, and not identified as a related adviser. Public disclosure about the firm’s advisory activities, client segments, fee schedules, or specific business lines is minimal in the FINTRX entry, so the firm’s market positioning and target client types are not described in the available data.

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

  • Frank Minard

    Managing PartnerCRD 1251387

  • Denise Spillane

    Denise Spillane

    Managing PartnerCRD 1450694

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth