Data / Investment advisers / California / L Squared Capital Partners
L Squared Capital Partners, Newport Beach, CA: $2 billion AUM, SEC registered investment adviser
L Squared Capital Partners is an SEC registered investment adviser with its main office in Newport Beach, California and reports $2 billion in regulatory assets under management in its Form ADV filed September 1, 2026. Its clients include pooled investment vehicles and high net worth individuals. It is paid through a percentage of assets under management and performance based fees. It advises 23 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 288509
- SEC file number
- 801-111654
- SEC status
- Approved, effective September 11, 2017
- Legal name
- L Squared Capital Management LP
- Main office
- 2700 West Coast Hwy. Suite 250, Newport Beach, CA 92663
- Phone
- (949) 398-0168
- Website
- lsquaredcap.com
- Regulatory AUM
- $2,041,017,515 in the Form ADV filed September 1, 2026
- Discretionary AUM
- $2,041,017,515
- Accounts
- 7
- Employees
- 18, of which 15 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 23: 23 private equity funds
- Gross assets of private funds
- $1,745,221,994
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 6 | $1.86 billion |
| High net worth individuals | Fewer than 5 | $182.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| June 1, 2026 | $2.04 billion | May 18, 2026 |
| April 1, 2026 | $2.04 billion | March 19, 2026 |
| December 1, 2025 | $1.55 billion | November 6, 2025 |
Other advisers in Newport Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| KBS Realty Advisors, LLC | Newport Beach | $2.72 billion | Not listed | adviserinfo.sec.gov |
| Row Asset Management, LLC | Newport Beach | $2.55 billion | 4 | adviserinfo.sec.gov |
| JDL Advisers | Newport Beach | $2.28 billion | Not listed | adviserinfo.sec.gov |
| Apc Asset Development I, LP | Newport Beach | $2.25 billion | 6 | adviserinfo.sec.gov |
| Apc Asset Development II, LP | Newport Beach | $2.06 billion | 6 | adviserinfo.sec.gov |
| Whittier Advisors, LLC | Newport Beach | $1.89 billion | Not listed | adviserinfo.sec.gov |
| Triguard Management LLC | Newport Beach | $1.88 billion | 7 | adviserinfo.sec.gov |
| KBS Capital Advisors, LLC | Newport Beach | $1.70 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newport Beach, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving high net worth individuals
- Advisers that manage private funds
- L Squared Capital Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.