North Square Investments, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 294355
- Registered since
- April 30, 2019
- Website
- northsquareinvest.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
North Square Investments, LLC is an institutional registered investment adviser organized as a limited liability company and SEC-registered in 2019. The firm focuses on institutional clients and operates as a capital allocator, charging fees as a percentage of assets under management. Its advisory remit includes portfolio management for investment companies and the selection of other advisers, indicating a mix of direct management and delegated allocation to external managers. North Square reports that it is not an active ESG investor and does not operate as a multi-state adviser.
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
2 of 2
Mark Goodwin
CEOCRD 2947625
Bradley Cox
Chief Financial OfficerCRD 4176893
Contacts
3 of 5
Alan Molotsky
Senior Managing DirectorCRD 4913787

Philip Callahan
Head of Distribution & Global MarketingCRD 2224021

Ryan Fero
Regional Sales ConsultantCRD 7083060
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 200 W Madison St
- Time zone
- CT (UTC-6)
- Office locations
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