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 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

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

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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