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I SQUARED CAPITAL ADVISORS (US) LLC

CRD 168339File 801-78269
APPROVED
Custody
Filing as of Mar 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$60.09B
Top 10% of cohort (national)
Discretionary AUM
$59.99B
Non-discretionary $100.1M
Clients
76
76 accounts
Employees
331
Top 10% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Jul 5, 2013
Principal office
600 BRICKELL AVENUE, PENTHOUSE, MIAMI, FL, 33131-3067
Phone
(786) 693-5700

Assets & accounts

ADV Item 5F
Total regulatory AUM
$60.09B
Discretionary AUM
$59.99B
Non-discretionary AUM
$100.1M
Discretionary accounts
75
Non-discretionary accounts
1
Total accounts
76
AUM per client
$790.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles76$60.09B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.