XT Capital Partners, LLC

Broker-DealerFINRA Member
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 owned by an individual. Public records in FINTRX show very limited disclosure about the firm's business model: it is classified as "Unclassified," does not identify itself as a capital allocator, and is not listed as an active ESG investor, multi-state adviser, pension consultant, related adviser, or newly formed adviser. The firm has not provided details on client types, fee schedules, specific advisory activities, or other affiliations, so there is little public information about its investment approach or target clients.

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

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth