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| XP Advisory US Inc
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|
|---|---|
| CRD # | 173779 |
| SEC # | 801-114590 |
| CIK # | 0001787425 |
| AUM | $1.6 B (2025-03-19) |
| Employees | 32 (81% Investors, 97% Brokers) |
| Phone | 786-725-5983 |
| Address | 701 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | PWM Credit Segregated Portfolio | 2018-12-17 | 0.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 87 | 93.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 17 | 460.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 282 | 1,010.1 |
| (n) Other | 0 | 0.0 |
| Total | 386 | 1,563.9 |
| By Discretionary | ||
| Discretionary | 228 | 961.0 |
| Non-Discretionary | 158 | 602.9 |
| Total | 386 | 1,563.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,482.6 | |
| United States Persons | 81.3 | |
| Total | 386 | 1,563.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0001787425] | |
| 4 | [0001787425] | |
| 6-K | [0001787425] | |
| SC 13D | [0001787425] | |
| SC 13G | [0001787425] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Zalatoris II Acquisition Corp | |
| XP Inc. | |
| XPAC Sponsor LLC |
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