X-Square Capital

Overview

X-Square Capital is an SEC registered investment adviser based in Guaynabo, PR, registered since 2015. It reports $791M in assets under management across 326 accounts, with 7 employees. It has 8 investment adviser representatives.

Reported AUM

$791M

Discretionary

65%

Accounts

326

Average account

$2.4M

Employees

7

Advisory reps

8

Registered since

2015

Jurisdictions

1

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Investment Companies
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Other Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 3

• Ignacio Manuel Canto President, Portfolio Manager CRD 4689916
• Cristina Marie Perez-Franceschini Chief Compliance Officer CRD 7562251
• Gabriel Antonio Medina Portfolio Manager CRD 6541317

Advisory reps 3 of 8

• Ignacio Manuel Canto Investment Adviser Rep CRD 4689916
• Lee Daniel Cardona Rodriguez Registered Rep · Investment Adviser Rep CRD 5526032
• Salvador Jose Gomez-Carbia Investment Adviser Rep CRD 2096119

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

90 Carr 165 Ste 803
Guaynabo, PR 00968

County

Guaynabo

Metro area

San Juan-Bayamon-Caguas, PR

Registrations

• SEC registered
• Registered in 1 jurisdiction

Every state, with registration dates

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