S Squared Technology, LLC

RIASEC RegisteredEst. 2004
Total AUM
$308M
Discretionary
$308M
100% of AUM
Avg account
$308M
Accounts
1
Employees
4
Advisory reps
3

Firm details

Headquarters
,
CRD number
124441
Registered since
December 16, 2004
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

S Squared Technology, LLC is a privately held hedge fund organized as a limited liability company. The firm has been SEC-registered since 2004 and describes its primary activity as portfolio management for pooled investment vehicles; it also acts as sponsor, general partner and managing member of those vehicles. Clients are institutional, and the firm charges a combination of asset-based fees and performance fees. The adviser is a domestic entity, is not designated as a multi-state adviser, and does not market itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Carol Maguire

    Chief Financial OfficerCRD 4813375

Contacts

2 of 2
  • Kenneth Goldblatt

    Kenneth Goldblatt

    Managing MemberCRD 4331981

  • Seymour Goldblatt

    PresidentCRD 1465627

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth