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 SEC-registered limited liability company that functions as a capital allocator to institutional clients. Registered in 2019, the firm charges fees as a percentage of assets under management and focuses its advisory activities on managing investment companies and selecting other advisers. It is set up to operate across multiple investment roles and maintains affiliations that include broker-dealer activity, other investment adviser relationships, CPO/CTA involvement, and acting as sponsor, general partner, or managing member of pooled investment vehicles. North Square does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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 2MARK GOODWIN
CEOCRD 2947625
BRADLEY COX
Chief Financial OfficerCRD 4176893
Contacts
3 of 5ALAN 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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