Open Square Capital, LLC

RIASEC Registered
Total AUM
$18M
Discretionary
$18M
100% of AUM
Avg account
$4.5M
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
175152
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI55.56%
  • Pooled Investment Vehicles38.89%
  • Individuals5.56%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Open Square Capital, LLC is structured as an LLC and operates as a hedge-fund–style registered adviser that provides portfolio management for both individuals/families and pooled investment vehicles. The firm is owned by an individual and serves a mix of individual/family and institutional clients. Its advisory mandate includes running separately managed accounts and managing or sponsoring pooled vehicles; the firm is listed as an adviser and as a sponsor/GP/managing member of pooled investment structures. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. Open Square Capital does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

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

Asset composition

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

Contacts

1 of 1
  • Nelson Wu

    Nelson Wu

    Co-ManagerCRD 6456084

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth