X-Square Capital

$790.9MAssets under management
as of Apr 2026 · SEC Form ADV
Guaynabo, PR
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Tech stack

No one at X-Square Capital has shared their stack yet. Tools marked “spotted on their website” are linked from or built into X-Square Capital's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Jefferies LLC
Per Form ADV · $120M held · filed Apr 2024
Schwab
Per Form ADV · $119M held · filed Apr 2024
U.S. Bank
Per Form ADV · $35M held · filed Apr 2024
J.P. Morgan
Per Form ADV · $14M held · filed Apr 2024
State Street
Per Form ADV · $3M held · filed Apr 2024