Asset manager · Guaynabo, PR
X-Square Capital
X-Square Capital, LLC · SEC-registered investment adviser · CRD 167237 · SEC 801-88171
At a glance
X-Square Capital is an SEC-registered investment adviser based in Guaynabo, PR, with $791 million in regulatory assets under management as of its Form ADV filed April 13, 2026. Its largest client group by assets is corporations or other businesses, and it reports 167 individual clients. By Form ADV it is a asset manager, ranked 1,471st of 3,218 asset managers and 6,135th of 17,210 SEC-registered advisers by assets.
Main office 787-282-1621xsquarecapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $791M
- Rank among asset managers
- #1,471 of 3,218
- Rank among all SEC RIAs
- #6,135 of 17,210
- Rank in PR
- #19 of 49
- Individual clients
- 167
- High-net-worth clients
- 37
- Accounts
- 326
- Discretionary
- 65% of AUM
- Employees
- 7
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- Cristina M. Perez-FranceschiniChief Compliance Officer
- Ignacio M. CantoPresident, Portfolio Manager
- Gabriel A. MedinaPortfolio Manager
Custody and brokerage
5 custodians
- Charles Schwab$245M49%
- Jefferies$147M30%
- U.S. Bank$83M17%
- J.P. Morgan$17M3%
- State Street$4M<1%
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 75 | $490M | 62% |
| Investment companies | 2 | $87M | 11% |
| Pooled investment vehicles | 1 | $71M | 9% |
| Pension and profit sharing plans | 80 | $63M | 8% |
| High-net-worth individuals | 37 | $35M | 4% |
| Individuals | 130 | $28M | 4% |
| Insurance companies | 1 | $17M | 2% |
Private funds
X-Square Capital reports 3 private funds with $365M in gross assets: hedge funds, private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
X-Square Capital reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗xsquarecapital.com ↗
AtlasMembers
The full record on X-Square Capital
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,021 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does X-Square Capital manage?
X-Square Capital reports $791 million in regulatory assets under management across 326 accounts, 65% of it on a discretionary basis, on its Form ADV filed April 13, 2026.
What kind of firm is X-Square Capital?
X-Square Capital is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are X-Square Capital’s clients?
By assets, its largest client types are corporations or other businesses ($490 million, 75 clients); investment companies ($87 million, 2 clients); pooled investment vehicles ($71 million, 1 clients).
Does X-Square Capital manage private funds?
Yes. It reports 3 private funds with $365 million in gross assets, including hedge funds, private equity funds.
Does X-Square Capital have any disciplinary history?
X-Square Capital reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is X-Square Capital’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-13), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →