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DUCENTA SQUARED ASSET MANAGEMENT
Legal name: R SQUARED BM LLC
CRD 308920File 801-118857
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.35B
Top 25% of cohort (national)
Discretionary AUM
$3.21B
Non-discretionary $137.0M
Clients
456
457 accounts
Employees
15
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 5, 2020
- Principal office
- 2240 E. MAPLE AVE, EL SEGUNDO, CA, 90245
- Phone
- (213) 687-9170
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.35B
- Discretionary AUM
- $3.21B
- Non-discretionary AUM
- $137.0M
- Discretionary accounts
- 456
- Non-discretionary accounts
- 1
- Total accounts
- 457
- AUM per client
- $7.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $411.9M |
| Charitable organizations | 2 | $43.0M |
| Pension and profit sharing plans | 10 | $1.78B |
| State or municipal government entities | 10 | $412.2M |
| Individuals (other than high net worth individuals) | 424 | $565.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 457 | 456 | decreased by1 |
| Apr 1, 2026 | Employees | 19 | 15 | decreased by4 |
| Apr 1, 2026 | Clients | 467 | 457 | decreased by10 |
| Apr 1, 2026 | AUM | $3,168,066,076 | $3,348,760,176 | increased by$180,694,100 |
| Apr 1, 2026 | Accounts | 467 | 457 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 19 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 554 | 467 | decreased by87 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,413,190,298 | $3,168,066,076 | decreased by$245,124,222 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 555 | 467 | decreased by88 |
| Apr 1, 2022 | Employees | 19 | 20 | increased by1 |
| Apr 1, 2022 | Clients | 598 | 554 | decreased by44 |
| Apr 1, 2022 | AUM | $3,134,911,913 | $3,413,190,298 | increased by$278,278,385 |
| Apr 1, 2022 | Accounts | 597 | 555 | decreased by42 |
| 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 “DUCENTA SQUARED” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DUCENTA SQUARED” 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.