Data / Investment advisers / Square Advisors, LLC
Square Advisors, LLC, London, United Kingdom: $295 million AUM, SEC registered investment adviser
Square Advisors, LLC is an SEC registered investment adviser with its main office in London, United Kingdom and reports $295 million in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include other investment advisers and high net worth individuals. It is paid through a percentage of assets under management, fixed fees and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 160578
- SEC file number
- 801-74309
- SEC status
- Approved, effective March 30, 2012
- Main office
- C/O Square Capital LLP 1 Cork Street Mews, London, United Kingdom W1S 3BL
- Phone
- (212) 207-4450
- Website
- squareadvisors.com
- Regulatory AUM
- $295,485,312 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $78,750,904
- Non discretionary AUM
- $216,734,408
- Accounts
- 6
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 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 |
|---|---|---|
| Other investment advisers | Fewer than 5 | $216.7 million |
| High net worth individuals | 5 | $78.8 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 |
|---|---|---|
| April 1, 2026 | $295.5 million | March 25, 2026 |
| December 1, 2025 | $311.7 million | October 30, 2025 |
Also on SpecStream
- Advisers with $100 million to $500 million in AUM
- Advisers serving other investment advisers
- Advisers serving high net worth individuals
- Square Advisors, LLC 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.