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Portfolio Manager · X-Square Capital

Gabriel A. Medina

CRD 6541317 · Named on Form ADV at one SEC-registered adviser

At a glance

X-Square Capital, an SEC-registered asset manager based in Guaynabo, PR with $791 million in regulatory assets, lists Gabriel A. Medina on its Form ADV as Portfolio Manager, a control person.

Firms and roles

  • X-Square CapitalPortfolio ManagerAsset manager · Guaynabo, PR · $791M in regulatory assets

AtlasMembers

Gabriel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gabriel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.