| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Pwm Credit Segregated Portfolio | Other Private | $164K | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Adelia Mariel Gomez Control | Operations Officer | Under 5% | 2018 |
| Cesar Florido Filho Control | Sole Director, President, Treasurer, Secretary, Head Of Wealth Management | Under 5% | 2024 |
| Jared Ryan Wilson Control | Chief Compliance Officer | Under 5% | 2015 |
Xp Advisory US, Inc. reports $1.6 billion in regulatory assets under management on its Form ADV.
Xp Advisory US, Inc. manages 1 private funds with combined gross assets of $163,746.
Xp Advisory US, Inc. reports 32 employees.
Xp Advisory US, Inc. is based in Miami, FL and has been SEC-registered since 2019.
Xp Advisory US, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 701 Brickell Avenue, Suite 2120, Miami, FL 33131 |
| Phone | 786-725-5983 |
| Office hours | 9a.m.-6p.m. Est |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1787425 |
| Discloses disciplinary history | No |
| Discretionary | $961M |
| Non-discretionary | $602.9M |
| Total (RAUM) | $1.56B |