SQUARE NINE CAPITAL, LP

RIASEC RegisteredEst. 2025
Total AUM
$181M
Discretionary
$181M
100% of AUM
Avg account
$181M
Accounts
1
Employees
6
Advisory reps
4

Firm details

Headquarters
Los Angeles, California
CRD number
336297
Registered since
August 18, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Square Nine Capital, LP is organized as a limited partnership that focuses on institutional clients and advisory work for pooled investment vehicles. The firm is registered with the SEC (registration listed in 2025) and typically serves as sponsor, general partner, or managing member of the vehicles it advises. Its fee model combines a percentage-of-AUM charge with performance-based fees, consistent with a manager that operates pooled funds rather than running a pure advisory or brokerage business. Square Nine is not identified as an active ESG investor and is not flagged as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

Owners & executives

1 of 1
  • Gregory Shamo

    Chief Operating OfficerCRD 8114854

Contacts

3 of 3
  • Christopher Brown

    PrincipalCRD 6077417

  • Nicole Musicco

    Co-Founder and Managing PartnerCRD 8114849

  • Peter Ma

    Managing PartnerCRD 5363485

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

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Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
1801 Century Park E
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth