XP ADVISORY US, INC.
CRD #173779 SEC #801-114590 MIAMI, FL 786-725-5983
SEC Registered Private Funds
Total AUM
$1.6B
Discretionary
$961M
Employees
32
Clients
--
Accounts
386
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.6B | $961M | $602.9M | 32 | 0 |
| Mar 2025 | $1.6B | $961M | $602.9M | 32 | 0 |
| Nov 2024 | $1.5B | $890.6M | $643.5M | 33 | 0 |
| Jul 2024 | $1.5B | $890.6M | $643.5M | 33 | 0 |
| Mar 2024 | $1.5B | $890.6M | $643.5M | 33 | 0 |
| Jan 2024 | $1.5B | $1B | $530.9M | 30 | 0 |
| Mar 2023 | $1.5B | $1B | $530.9M | 30 | 0 |
| Mar 2022 | $1.4B | $937.6M | $422.5M | 26 | 0 |
| Jul 2021 | $835.9M | $558.7M | $277.1M | 26 | 0 |
| Apr 2021 | $835.9M | $558.7M | $277.1M | 26 | 0 |
| Mar 2021 | $835.9M | $558.7M | $277.1M | 26 | 0 |
| Jan 2021 | $393M | $376.9M | $16.1M | 17 | 5 |
| Jun 2020 | $393M | $376.9M | $16.1M | 17 | 5 |
| Jun 2020 | $393M | $376.9M | $16.1M | 17 | 5 |
| Apr 2020 | $393M | $376.9M | $16.1M | 17 | 5 |
| Mar 2020 | $393M | $376.9M | $16.1M | 17 | 5 |
| Aug 2019 | $115.8M | $107.7M | $8M | 15 | 0 |
| Jun 2019 | $115.8M | $107.7M | $8M | 15 | 0 |
| Apr 2019 | $115.8M | $107.7M | $8M | 15 | 0 |
| Apr 2019 | $115.8M | $107.7M | $8M | 15 | 0 |
| Mar 2019 | $115.8M | $107.7M | $8M | 15 | 0 |
| Dec 2018 | $110.5M | $103.2M | $7.3M | 15 | 0 |
DateOct 2025
Total AUM$1.6B
Discretionary$961M
Non-Disc.$602.9M
Employees32
Clients0
DateMar 2025
Total AUM$1.6B
Discretionary$961M
Non-Disc.$602.9M
Employees32
Clients0
DateNov 2024
Total AUM$1.5B
Discretionary$890.6M
Non-Disc.$643.5M
Employees33
Clients0
DateJul 2024
Total AUM$1.5B
Discretionary$890.6M
Non-Disc.$643.5M
Employees33
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$890.6M
Non-Disc.$643.5M
Employees33
Clients0
DateJan 2024
Total AUM$1.5B
Discretionary$1B
Non-Disc.$530.9M
Employees30
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1B
Non-Disc.$530.9M
Employees30
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$937.6M
Non-Disc.$422.5M
Employees26
Clients0
DateJul 2021
Total AUM$835.9M
Discretionary$558.7M
Non-Disc.$277.1M
Employees26
Clients0
DateApr 2021
Total AUM$835.9M
Discretionary$558.7M
Non-Disc.$277.1M
Employees26
Clients0
DateMar 2021
Total AUM$835.9M
Discretionary$558.7M
Non-Disc.$277.1M
Employees26
Clients0
DateJan 2021
Total AUM$393M
Discretionary$376.9M
Non-Disc.$16.1M
Employees17
Clients5
DateJun 2020
Total AUM$393M
Discretionary$376.9M
Non-Disc.$16.1M
Employees17
Clients5
DateJun 2020
Total AUM$393M
Discretionary$376.9M
Non-Disc.$16.1M
Employees17
Clients5
DateApr 2020
Total AUM$393M
Discretionary$376.9M
Non-Disc.$16.1M
Employees17
Clients5
DateMar 2020
Total AUM$393M
Discretionary$376.9M
Non-Disc.$16.1M
Employees17
Clients5
DateAug 2019
Total AUM$115.8M
Discretionary$107.7M
Non-Disc.$8M
Employees15
Clients0
DateJun 2019
Total AUM$115.8M
Discretionary$107.7M
Non-Disc.$8M
Employees15
Clients0
DateApr 2019
Total AUM$115.8M
Discretionary$107.7M
Non-Disc.$8M
Employees15
Clients0
DateApr 2019
Total AUM$115.8M
Discretionary$107.7M
Non-Disc.$8M
Employees15
Clients0
DateMar 2019
Total AUM$115.8M
Discretionary$107.7M
Non-Disc.$8M
Employees15
Clients0
DateDec 2018
Total AUM$110.5M
Discretionary$103.2M
Non-Disc.$7.3M
Employees15
Clients0