I SQUARED CAPITAL ADVISORS (US) LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 168339
- Registered since
- July 5, 2013
- Website
- www.isquaredcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
I Squared Capital Advisors (US) LLC operates as a private equity fund adviser focused on managing pooled investment vehicles for institutional clients. The firm is SEC-registered (since 2013) and organized as a limited liability company with mixed ownership (foreign entity and individual). Its advisory activity centers on portfolio management for pooled vehicles and it serves as an investment sponsor and general partner/managing member of those vehicles. The firm’s compensation model combines a percentage-of-AUM fee with performance-based fees, aligning incentives between the manager and investors. The firm’s client base is institutional, and it does not position itself as a pension consultant or as a multi-state retail adviser. It is not identified as an active ESG investor in the provided snapshot. Business relationships and industry roles emphasize manager-led private funds rather than direct retail advisory relationships.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3LISA FLEISCHMAN
Chief Compliance OfficerCRD 7082967
GAUTAM BHANDARI
Co-founder, Managing Partner & Chief Investment OfficerCRD 4250305
DOMINIC SPIRI
Chief Financial OfficerCRD 6631066
Contacts
2 of 2SADEK WAHBA
Founder, Chairman and Managing PartnerCRD 2792870
PATRICIA MENENDEZ - CAMBO
General CounselCRD 7172006
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 600 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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