S SQUARED ADVISORS LLC

Overview

S Squared Advisors LLC is a small, fee-based investment adviser focused on discretionary portfolio management for individuals, small businesses and institutional clients. The firm charges a percentage-of-AUM fee and can collect performance-based fees, a structure that supports both long-term advisory relationships and incentive-aligned mandates. Filings indicate a clear tilt toward equity exposure: exchange-traded equities represent the single largest asset class in client portfolios. The adviser does not position itself as an ESG-focused manager and is not filed as a multi-state adviser. Investment activity centers on separately managed accounts (SMAs) and discretionary mandates, with the team deploying a mix of core exchange-traded products and select active equity positions. For higher-conviction or niche allocations the firm uses third-party managers, particularly in real estate and digital currency strategies.

Assets & Accounts

Public Holdings

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Location & Offices