XP Investments US, LLC

Overview

XP Investments US, LLC is a U.S.-based brokerage firm providing financial services to clients in the United States. The firm offers a comprehensive suite of services, including institutional sales and trading, investment banking, asset management, and wealth management. It is affiliated with XP Investimentos, one of Brazil's largest financial services platforms, and operates as part of the broader XP Inc. global network. This affiliation enables XP Investments to bridge the gap between global investors and Latin American opportunities, offering access to a wide range of asset classes and markets. The firm's investment strategy focuses on providing clients with access to global markets, including U.S. equities, Latin American markets, emerging-market debt, and other global asset classes. XP Investments serves both institutional clients and high-net-worth individuals, delivering brokerage, trading, and portfolio services tailored for global market access. The firm emphasizes personalized solutions, transparency, and technology-driven investment strategies to help clients diversify their portfolios across international markets. XP Investments' investment philosophy centers on empowering clients to invest globally by offering personalized solutions aligned with their financial goals. The firm is committed to providing sophisticated financial products and expert local insights, acting as a key gateway for international capital flowing into the region. With a focus on independence, innovation, and education, XP Investments strives to revolutionize the investment industry by facilitating clients' experiences and offering customized wealth management solutions for individuals, families, family offices, and asset managers.

Investment Focus

• Accredited Investor Status
• Completed Application Form
• Proof of Identity and Address
• Financial Statements or Tax Returns
• Investment Objectives and Risk Tolerance Assessment
• Compliance with Regulatory Requirements

Portfolio Companies