L Squared Capital Partners

RIASEC RegisteredEst. 2017
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$292M
Accounts
7
Employees
18
Advisory reps
6

Firm details

Headquarters
Newport Beach, California
CRD number
288509
Registered since
September 11, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles91.07%
  • HNWI8.93%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

L Squared Capital Partners is organized as a limited partnership that operates as a private equity fund manager and sponsor. The firm is SEC-registered (since 2017) and serves primarily institutional clients, providing portfolio management for pooled investment vehicles rather than acting as a broad capital allocator. It functions as an adviser and as a general partner/managing member of the pooled vehicles it sponsors. Its commercial model combines a percentage-of-assets management fee with performance-based compensation, consistent with private equity compensation norms. The firm is not identified as an active ESG investor and does not present itself as a multi-state adviser in public filings.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

1 of 1
  • Elizabeth Hunt

    Elizabeth Hunt

    Chief Financial OfficerCRD 7276568

Contacts

3 of 5
  • Robert Healy

    Robert Healy

    Managing PartnerCRD 2656458

  • Jeffery Farrero

    Jeffery Farrero

    Managing PartnerCRD 4256045

  • Randall Hunt

    Randall Hunt

    PartnerCRD 4999505

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
2700 W Coast Hwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth