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G SQUARED EQUITY MANAGEMENT LP

CRD 289285File 801-112429
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$6.60B
Top 25% of cohort (national)
Discretionary AUM
$6.60B
Clients
16
16 accounts
Employees
42
Top 25% of cohort in IL

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
CHRO
Registration date
Feb 8, 2018
Principal office
180 N STETSON AVE, SUITE 5100, CHICAGO, IL, 60601
Phone
312-552-7160

Assets & accounts

ADV Item 5F
Total regulatory AUM
$6.60B
Discretionary AUM
$6.60B
Non-discretionary AUM
$0
Discretionary accounts
16
Non-discretionary accounts
0
Total accounts
16
AUM per client
$412.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5Not reported
Non-U.S. personsFewer than 5Not reported
Insurance companiesFewer than 5Not reported
Charitable organizationsFewer than 5Not reported
Other investment advisersFewer than 5Not reported
High net worth individualsFewer than 5Not reported
Pooled investment vehicles16$6.60B
Banking or thrift institutionsFewer than 5Not reported
Pension and profit sharing plansFewer than 5Not reported
State or municipal government entitiesFewer than 5Not reported
Individuals (other than high net worth individuals)Fewer than 5Not reported

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • Other advisory activities

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

DateFieldFromToChange
Apr 1, 2026Employees3442increased by8
Apr 1, 2026Clients1316increased by3
Apr 1, 2026AUM$3,790,443,796$6,597,676,417increased by$2,807,232,621
Apr 1, 2026Accounts1316increased by3
May 1, 2025
vs Oct 1, 2022
Employees3834decreased by4
May 1, 2025
vs Oct 1, 2022
Clients713increased by6
May 1, 2025
vs Oct 1, 2022
AUM$2,741,449,929$3,790,443,796increased by$1,048,993,867
May 1, 2025
vs Oct 1, 2022
Accounts713increased by6
Apr 1, 2022Employees2338increased by15
Apr 1, 2022Clients57increased by2
Apr 1, 2022AUM$986,278,026$2,741,449,929increased by$1,755,171,903
Apr 1, 2022Accounts57increased by2
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SQUARED EQUITY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SQUARED EQUITY” 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.