Square Advisors, LLC

RIASEC RegisteredEst. 2012

Total AUM

$295M

Discretionary

$78.8M

27% of AUM

Avg account

$49.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 160578
Registered since: March 30, 2012
Website: www.squareadvisors.com
Custodians: MORGAN STANLEY & CO. LLC, EDMOND DE ROTHSCHILD (EUROPE) S.A.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Other Investment Advisers73.35%
HNWI26.65%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Square Advisors, LLC is an SEC-registered limited liability company that has operated since 2012 and positions itself as a capital allocator serving individual and family clients. Ownership is described as a mix of foreign-entity and individual ownership. The firm provides discretionary and non-discretionary portfolio management for individuals, small businesses, and institutions, and it explicitly performs selection of other advisers when accessing third-party strategies. Its fee arrangements include asset-based fees, fixed fees, and performance-linked fees. Square Advisors does not identify as an active ESG investor and is not registered as a multi-state adviser.