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L SQUARED CAPITAL PARTNERS
Legal name: L SQUARED CAPITAL MANAGEMENT LP
CRD 288509File 801-111654
APPROVED
Custody
Filing as of Sep 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.04B
Top 25% of cohort (national)
Discretionary AUM
$2.04B
Clients
6
7 accounts
Employees
18
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 11, 2017
- Principal office
- 2700 WEST COAST HWY., SUITE 250, NEWPORT BEACH, CA, 92663
- Phone
- 949-398-0168
- Website
- HTTP://WWW.LSQUAREDCAP.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.04B
- Discretionary AUM
- $2.04B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7
- Non-discretionary accounts
- 0
- Total accounts
- 7
- AUM per client
- $340.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $182.3M |
| Pooled investment vehicles | 6 | $1.86B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | AUM | $2,036,143,820 | $2,041,017,515 | increased by$4,873,695 |
| Apr 1, 2026 | Employees | 14 | 18 | increased by4 |
| Apr 1, 2026 | Clients | 7 | 6 | decreased by1 |
| Apr 1, 2026 | AUM | $1,553,489,444 | $2,036,143,820 | increased by$482,654,376 |
| Apr 1, 2026 | Accounts | 8 | 7 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 14 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3 | 7 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $859,899,030 | $1,553,489,444 | increased by$693,590,414 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3 | 8 | increased by5 |
| Apr 1, 2022 | Employees | 8 | 11 | increased by3 |
| Apr 1, 2022 | AUM | $545,587,041 | $859,899,030 | increased by$314,311,989 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SQUARED CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SQUARED CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.