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X-SQUARE CAPITAL
Legal name: X-SQUARE CAPITAL, LLC
CRD 167237File 801-88171
APPROVED
Retail clients
Custody
Filing as of Apr 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$790.9M
Above cohort median (national)
Discretionary AUM
$516.6M
Non-discretionary $274.3M
Clients
326
326 accounts
Employees
7
Above cohort median in PR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 6, 2015
- Principal office
- CENTRO INTERNACIONAL DE MERCADEO II, 90 CARR 165, SUITE 803, GUAYNABO, PR, 00968
- Phone
- 787-282-1621
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $790.9M
- Discretionary AUM
- $516.6M
- Non-discretionary AUM
- $274.3M
- Discretionary accounts
- 325
- Non-discretionary accounts
- 1
- Total accounts
- 326
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 75 | $490.4M |
| Insurance companies | 1 | $16.7M |
| Investment companies | 2 | $87.3M |
| High net worth individuals | 37 | $35.2M |
| Pooled investment vehicles | 1 | $70.8M |
| Pension and profit sharing plans | 80 | $62.7M |
| Individuals (other than high net worth individuals) | 130 | $27.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — AD HOC EXPERT CONSULTING FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.