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V-SQUARE QUANTITATIVE MANAGEMENT
Legal name: V-SQUARE QUANTITATIVE MANAGEMENT LLC
CRD 310355File 801-119868
APPROVED
Retail clients
Custody
Filing as of Mar 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.42B
Above cohort median (national)
Discretionary AUM
$1.42B
Clients
49
49 accounts
Employees
5
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 27, 2020
- Principal office
- 320 N SANGAMON ST, SUITE 1225, CHICAGO, IL, 60607
- Phone
- (312) 872-7281
- Website
- https://www.vsqm.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.42B
- Discretionary AUM
- $1.42B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 49
- Non-discretionary accounts
- 0
- Total accounts
- 49
- AUM per client
- $28.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $38.8M |
| High net worth individuals | 48 | $1.38B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- 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
- Yes
- 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 |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 22 | 49 | increased by27 |
| Apr 1, 2026 | AUM | $1,171,410,205 | $1,416,565,556 | increased by$245,155,351 |
| Apr 1, 2026 | Accounts | 22 | 49 | increased by27 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 10 | 22 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $122,740,914 | $1,171,410,205 | increased by$1,048,669,291 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10 | 22 | increased by12 |
| Apr 1, 2022 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2022 | Clients | 5 | 10 | increased by5 |
| Apr 1, 2022 | AUM | $4,343,168 | $122,740,914 | increased by$118,397,746 |
| Apr 1, 2022 | Accounts | 5 | 10 | increased by5 |
| Jan 1, 2022 | Clients | 4 | 5 | increased by1 |
| Jan 1, 2022 | Accounts | 4 | 5 | increased by1 |
| 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 “V-SQUARE QUANTITATIVE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“V-SQUARE QUANTITATIVE” 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.