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SQUARE ADVISORS, LLC
CRD 160578File 801-74309
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$295.5M
Below cohort median (national)
Discretionary AUM
$78.8M
Non-discretionary $216.7M
Clients
5
6 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Mar 30, 2012
- Principal office
- C/O SQUARE CAPITAL LLP, 1 CORK STREET MEWS, LONDON, W1S 3BL
- Phone
- +1 212 207 4450
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $295.5M
- Discretionary AUM
- $78.8M
- Non-discretionary AUM
- $216.7M
- Discretionary accounts
- 5
- Non-discretionary accounts
- 1
- Total accounts
- 6
- AUM per client
- $59.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $216.7M |
| High net worth individuals | 5 | $78.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.