X-SQUARE CAPITAL, LLC
Legal name: X-SQUARE CAPITAL
CRD #167237 SEC #801-88171 GUAYNABO, PR 787-282-1621
SEC Registered Private Funds
Total AUM
$616.9M
Discretionary
$416.9M
Employees
7
Clients
0
Accounts
263
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $623.9M | $424M | $199.9M | 7 | 1 |
| May 2025 | $623.9M | $424M | $199.9M | 7 | 1 |
| Mar 2025 | $623.9M | $424M | $199.9M | 7 | 1 |
| Apr 2024 | $423.6M | $317.3M | $106.4M | 7 | 1 |
| Mar 2024 | $423.6M | $317.3M | $106.4M | 7 | 1 |
| Nov 2023 | $286.9M | $286.9M | $0 | 7 | 1 |
| Apr 2023 | $286.9M | $286.9M | $0 | 7 | 1 |
| Mar 2023 | $286.9M | $286.9M | $0 | 7 | 1 |
| Sep 2022 | $294.3M | $294.3M | $0 | 7 | 1 |
| Aug 2022 | $294.3M | $294.3M | $0 | 7 | 1 |
| Jun 2022 | $294.3M | $294.3M | $0 | 7 | 1 |
| Mar 2022 | $294.3M | $294.3M | $0 | 7 | 1 |
| Mar 2022 | $270.4M | $270.4M | $0 | 7 | 1 |
| Jul 2021 | $373.5M | $371.1M | $2.5M | 7 | 1 |
| Mar 2021 | $373.5M | $371.1M | $2.5M | 7 | 1 |
| Jun 2020 | $471.2M | $466M | $5.2M | 7 | 1 |
| Mar 2020 | $471.2M | $466M | $5.2M | 7 | 1 |
| Jun 2019 | $396.1M | $391.5M | $4.7M | 6 | 1 |
| Mar 2019 | $396.1M | $391.5M | $4.7M | 6 | 1 |
| Mar 2019 | $396.1M | $391.5M | $4.7M | 6 | 1 |
| Jul 2018 | $262M | $257.5M | $4.5M | 5 | 1 |
| May 2018 | $262M | $257.5M | $4.5M | 5 | 1 |
| Apr 2018 | $262M | $257.5M | $4.5M | 5 | 1 |
| Apr 2018 | $262M | $257.5M | $4.5M | 5 | 1 |
| Mar 2018 | $262M | $257.5M | $4.5M | 5 | 1 |
| Mar 2017 | $141.5M | $137.3M | $4.2M | 6 | 26 |
| Mar 2016 | $137.1M | $132.8M | $4.3M | 6 | 11 |
| Mar 2016 | $137.1M | $132.8M | $4.3M | 6 | 11 |
| Nov 2015 | $115.3M | $115.3M | $0 | 4 | 1 |
| Sep 2015 | $115.3M | $115.3M | $0 | 5 | 1 |
| Aug 2015 | $115.3M | $115.3M | $0 | 3 | 1 |
| Apr 2015 | $115.3M | $115.3M | $0 | 3 | 1 |
| Mar 2015 | $115.3M | $115.3M | $0 | 3 | 1 |
| Aug 2013 | $12.1M | $12.1M | $0 | 3 | 0 |
DateSep 2025
Total AUM$623.9M
Discretionary$424M
Non-Disc.$199.9M
Employees7
Clients1
DateMay 2025
Total AUM$623.9M
Discretionary$424M
Non-Disc.$199.9M
Employees7
Clients1
DateMar 2025
Total AUM$623.9M
Discretionary$424M
Non-Disc.$199.9M
Employees7
Clients1
DateApr 2024
Total AUM$423.6M
Discretionary$317.3M
Non-Disc.$106.4M
Employees7
Clients1
DateMar 2024
Total AUM$423.6M
Discretionary$317.3M
Non-Disc.$106.4M
Employees7
Clients1
DateNov 2023
Total AUM$286.9M
Discretionary$286.9M
Non-Disc.$0
Employees7
Clients1
DateApr 2023
Total AUM$286.9M
Discretionary$286.9M
Non-Disc.$0
Employees7
Clients1
DateMar 2023
Total AUM$286.9M
Discretionary$286.9M
Non-Disc.$0
Employees7
Clients1
DateSep 2022
Total AUM$294.3M
Discretionary$294.3M
Non-Disc.$0
Employees7
Clients1
DateAug 2022
Total AUM$294.3M
Discretionary$294.3M
Non-Disc.$0
Employees7
Clients1
DateJun 2022
Total AUM$294.3M
Discretionary$294.3M
Non-Disc.$0
Employees7
Clients1
DateMar 2022
Total AUM$294.3M
Discretionary$294.3M
Non-Disc.$0
Employees7
Clients1
DateMar 2022
Total AUM$270.4M
Discretionary$270.4M
Non-Disc.$0
Employees7
Clients1
DateJul 2021
Total AUM$373.5M
Discretionary$371.1M
Non-Disc.$2.5M
Employees7
Clients1
DateMar 2021
Total AUM$373.5M
Discretionary$371.1M
Non-Disc.$2.5M
Employees7
Clients1
DateJun 2020
Total AUM$471.2M
Discretionary$466M
Non-Disc.$5.2M
Employees7
Clients1
DateMar 2020
Total AUM$471.2M
Discretionary$466M
Non-Disc.$5.2M
Employees7
Clients1
DateJun 2019
Total AUM$396.1M
Discretionary$391.5M
Non-Disc.$4.7M
Employees6
Clients1
DateMar 2019
Total AUM$396.1M
Discretionary$391.5M
Non-Disc.$4.7M
Employees6
Clients1
DateMar 2019
Total AUM$396.1M
Discretionary$391.5M
Non-Disc.$4.7M
Employees6
Clients1
DateJul 2018
Total AUM$262M
Discretionary$257.5M
Non-Disc.$4.5M
Employees5
Clients1
DateMay 2018
Total AUM$262M
Discretionary$257.5M
Non-Disc.$4.5M
Employees5
Clients1
DateApr 2018
Total AUM$262M
Discretionary$257.5M
Non-Disc.$4.5M
Employees5
Clients1
DateApr 2018
Total AUM$262M
Discretionary$257.5M
Non-Disc.$4.5M
Employees5
Clients1
DateMar 2018
Total AUM$262M
Discretionary$257.5M
Non-Disc.$4.5M
Employees5
Clients1
DateMar 2017
Total AUM$141.5M
Discretionary$137.3M
Non-Disc.$4.2M
Employees6
Clients26
DateMar 2016
Total AUM$137.1M
Discretionary$132.8M
Non-Disc.$4.3M
Employees6
Clients11
DateMar 2016
Total AUM$137.1M
Discretionary$132.8M
Non-Disc.$4.3M
Employees6
Clients11
DateNov 2015
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees4
Clients1
DateSep 2015
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees5
Clients1
DateAug 2015
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees3
Clients1
DateApr 2015
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees3
Clients1
DateMar 2015
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees3
Clients1
DateAug 2013
Total AUM$12.1M
Discretionary$12.1M
Non-Disc.$0
Employees3
Clients0