P-SQUARED CAPITAL MANAGEMENT

Overview

P-Squared Capital Management is a privately held limited liability company that provides fee-based portfolio management primarily to individuals and families, and to small businesses. The firm charges clients a percentage of assets under management and manages portfolios on a discretionary basis. According to filings, it does not market itself as an ESG-focused manager, is not identified as a multi-state adviser, and is owned by an individual owner. Advisory activity centers on customized portfolio management rather than institutional consulting or capital allocation to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices