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CRD#: 156048
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

XTELLUS CAPITAL PARTNERS, INC. is located at 535 Madison Ave., 5th Floor, New York, NY 10022 and was first established at New York, Delaware in 11/16/2010. After operating for 15 years, XTELLUS CAPITAL PARTNERS, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of XTELLUS CAPITAL PARTNERS, INC.’s clients are individuals and 0% of their clients are high net worth individuals. XTELLUS CAPITAL PARTNERS, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at XTELLUS CAPITAL PARTNERS, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access XTELLUS CAPITAL PARTNERS, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at XTELLUS CAPITAL PARTNERS, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for XTELLUS CAPITAL PARTNERS, INC. Comes From

Understanding the Statistics for XTELLUS CAPITAL PARTNERS, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
535 Madison Ave. 5th Floor, New York, NY, 10022
Mailing Address
535 Madison Ave. 5th Floor, New York, NY, 10022
Firm Size
Small
Phone Number
(646) 527-6400
Established
Delaware since 11/16/2010
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
XTELLUS PARTNERS LLCOWNER
L'VOV, PAVEL GENNADIEVICHPRINCIPAL4319406
SWIGART, PAUL MARSHALLROSFP4580213
SWIGART, PAUL MARSHALLCEO4580213
ZAK, STEPHEN PETERFINOP2423424
ZAK, STEPHEN PETERCOO2423424
ZAK, STEPHEN PETERPFO, POO2423424
ZAK, STEPHEN PETERCCO2423424

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Advisor's working at XTELLUS CAPITAL PARTNERS, INC.

PL

Pavel Gennadievich L'vov

RR
CRD#: 4319406
Location:
Miami, FL 33133
Company:
XTELLUS CAPITAL PARTNERS, INC.
Disclosures:
Experience:
25 years
View Profile
CM

Connor Mraz

RR
CRD#: 7824003
Location:
New York, NY 10022
Company:
XTELLUS CAPITAL PARTNERS, INC.
Disclosures:
Experience:
1 year
View Profile
SZ

Stephen Peter Zak

RR
CRD#: 2423424
Location:
New York, NY 10022
Company:
XTELLUS CAPITAL PARTNERS, INC.
Disclosures:
Experience:
26 years
View Profile
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