F Squared Investments, Inc (Wellesley)

Name: F Squared Investments, Inc
Address: 80 William Street, Wellesley, MA, 02481
Telephone: (781) 772-2777

F Squared Investments, Inc is a related adviser based in Wellesley. It manages $49 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Massachusetts, New Jersey, Texas, and Virginia.

F Squared Investments provides portfolio management for businesses and institutional clients and index provider. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as index provider.

F Squared Investments: assets under management

The assets under management (AUM) of F Squared Investments, Inc is $49 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $49 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $49 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay F Squared Investments, Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at F Squared Investments, Inc

Ann Marie Swanson joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Howard Brian Present	Chief executive officer	1 May 2006	Other	5507617
George Duncan Mcclelland	Vice chair/board manager	1 May 2006	Other	4381361
Vadim Fishman	Cto/partner	1 May 2006	Other	5507625
Llc Helicon Partners	Member	1 May 2006	Other	20-2181923
Llc Aliter	Member	1 May 2006	25% - 50%	26-0602928
Ilya Muchnik	Member	1 May 2006	Other	5509247
John Otis Nelson	Director of sales/chief operating officer/chief compliance officer	1 Dec 2007	Other	2246493
Richard Francis Tomney	Svp, business development/chief compliance officer	1 Dec 2008	Other	4570511
Deborah Lee Deskavich	Coo, cfo	1 Jun 2009	Other	2332639
Stephen J Ricci	Elected manager	1 Dec 2009	Other	5832357
F Squared Investment Management Llc	Member	1 Jul 2010	75% - 100%	30-0639247
Deborah Lee Deskavich	Coo, cfo	1 Sep 2010	Other	2332639
Richard Francis Tomney	Managing director investments	1 Sep 2010	Other	4570511
Thomas Frederick Mann	Elected manager	1 Jul 2011	Other	1624771
Mitchell Barry Fishman	Vp of operations, chief compliance officer	1 Nov 2011	Other	3019963
Kara Janice Brown	Chief compliance officer and counsel	1 Apr 2013	Other	5030561
Betsy A Callahan	Chief financial officer	1 Jul 2014	Other	4613503
Laura Peelle Dagan	Ceo and elected manager	1 Nov 2014	Other	2771328
Edward D'alelio	Elected manager	1 Dec 2014	Other	6466262
Sharon French	Chief distribution officer	1 Mar 2015	Other	2360493
James T Celico	Chief investment solutions officer	1 Mar 2015	Other	2356996
Ann Marie Swanson	Chief compliance officer	1 Jul 2015	Other	4684405
David Nester Phelps	Chief restructuring officer	1 Jul 2015	Other	6529246

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Mikhail Kvitchko	Member	1 May 2006	25% - 50%	5510047
Michael Markov	Member	1 Dec 2007	25% - 50%	5510044
Howard Brian Present	Manager	1 Jul 2010	Other	5507617
George Duncan Mcclelland	Manager	1 Jul 2010	Other	4381361
Laura Peelle Dagan	Elected manager	1 Nov 2011	Other	2771328

Based in Wellesley

The principal office where F Squared Investments, Inc performs its advisory services is located at 80 William Street, Wellesley, MA 02481, which is also the mailing address of the firm. An additional office of the firm is in Ewing, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (781) 772-2777 or by fax (781) 772-2780. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at asymmetryratio.com.