WILSQUARE CAPITAL LLC
Firm details
- Headquarters
- SAINT LOUIS, Missouri
- CRD number
- 296504
- Registered since
- May 20, 2020
- Website
- www.wilsquare.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Wilsquare Capital LLC is an SEC‑registered private equity fund manager that advises pooled investment vehicles for institutional clients. Formed as a limited liability company and registered in 2020, the firm acts as sponsor, general partner and managing member of its funds rather than operating as a broad capital allocator. Its advisory work centers on portfolio management of pooled vehicles, and its revenue model combines a percentage‑of‑AUM fee with performance‑based fees common to private fund structures. Wilsquare does not position itself as an active ESG investor and operates from a single state registration rather than a multi‑state advisory footprint.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1KATHY KRISTOF-CHAPMAN
Controller and Chief Compliance OfficerCRD 7220709
Contacts
2 of 2JAMES WILMSEN
PartnerCRD 6940527
WILLIAM WILLHITE
Managing PartnerCRD 6940526
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAINT LOUIS, MO
SAINT LOUIS
Location
SAINT LOUIS, MO
Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 3 City Place Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
TOBERMAN BECKER WEALTH, LLC
RIASAINT LOUIS, MO
PROFUSION PRIVATE WEALTH
RIASAINT LOUIS, MO
MODERN DOLLAR PLANNING, LLC
RIASAINT LOUIS, MO
DAYTONA STREET CAPITAL
RIASAINT LOUIS, MO
ESSEX RIDGE CAPITAL GROUP, LLC
RIASAINT LOUIS, MO
SEVERIN INVESTMENTS LLC
RIASAINT LOUIS, MO