X-Square Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Guaynabo, PR. Its latest Form ADV filing, dated April 13, 2026, reports $791M in regulatory assets under management, 7 employees, and 326 accounts.
Assets Under Management
$791M
Employees
7
Offices
--
Total Clients
326
Primary office
GUAYNABO, PR
CENTRO INTERNACIONAL DE MERCADEO II, 90 CARR 165, SUITE 803, GUAYNABO, PR, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 39.9% of total clients.
Top client categories% of clientsClients
1
Individuals
39.9%
130
2
Pension Plans
24.5%
80
3
Corporations
23.0%
75
4
HNWI
11.3%
37
5
Investment Cos.
0.6%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$791Mas of April 13, 2026
Discretionary65.3%
$517M
65% of total RAUM65.3%
Non-discretionary34.7%
$274M
35% of total RAUM34.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$791M
Total Accounts326
10Y AUM Change+$649M (+459.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee47:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.