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NORTH SQUARE INVESTMENTS, LLC
CRD 294355File 801-115238
APPROVED
Filing as of May 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.15B
Top 25% of cohort (national)
Discretionary AUM
$3.15B
Clients
14
14 accounts
Employees
27
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 30, 2019
- Principal office
- 200 WEST MADISON ST, SUITE 2610, CHICAGO, IL, 60606
- Phone
- 312-857-2160
- Website
- http://northsquareinvest.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.15B
- Discretionary AUM
- $3.15B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 14
- Non-discretionary accounts
- 0
- Total accounts
- 14
- AUM per client
- $225.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 14 | $3.15B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for investment companies
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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 21 | 27 | increased by6 |
| Mar 1, 2026 | AUM | $2,024,063,339 | $3,154,462,709 | increased by$1,130,399,370 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 24 | 21 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 12 | 14 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,237,885,631 | $2,024,063,339 | increased by$786,177,708 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 12 | 14 | increased by2 |
| Apr 1, 2022 | Employees | 21 | 24 | increased by3 |
| Apr 1, 2022 | Clients | 9 | 12 | increased by3 |
| Apr 1, 2022 | AUM | $329,862,271 | $1,237,885,631 | increased by$908,023,360 |
| Apr 1, 2022 | Accounts | 9 | 12 | increased by3 |
| 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 “NORTH SQUARE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NORTH SQUARE” 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.