Cristina Marie Perez-franceschini
Investment adviser representative at X-square Capital
27 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
27 years in the industry.
- Alps Distributors, Inc.Sep 2022 to now
- X-square Capital, LLCMay 2022 to now
- Banco Popular De Puerto RicoJan 1999 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7562251
- Firm CRD
- 167237