Paulette M Prats cruz
Investment adviser representative at X-square Capital
13 yearsExperience
1 stateRegistered in
$790.9MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- X-square Capital LLCOct 2023 to now
- UBS Financial Services Inc.Mar 2013 to now
- UBS Financial Services Incorporated of Puerto RicoMar 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PR).
X-square Capital
Legal name: X-square Capital, LLC
$790.9MAssets managed
326Clients
8Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6168855
- Firm CRD
- 167237