North Square Investments, LLC

RIASEC RegisteredEst. 2019
Total AUM
$3.2B
Discretionary
$3.2B
100% of AUM
Avg account
$225M
Accounts
14
Employees
27
Advisory reps
7

Firm details

Headquarters
Chicago, Illinois
CRD number
294355
Registered since
April 30, 2019
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

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

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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

Owners & executives

2 of 2
  • Mark Goodwin

    Mark Goodwin

    CEOCRD 2947625

  • Bradley Cox

    Chief Financial OfficerCRD 4176893

Contacts

3 of 5
  • Alan Molotsky

    Alan Molotsky

    Senior Managing DirectorCRD 4913787

  • Philip Callahan

    Philip Callahan

    Head of Distribution & Global MarketingCRD 2224021

  • Ryan Fero

    Ryan Fero

    Regional Sales ConsultantCRD 7083060

Unlock 2 more contacts

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth