F Squared Alternative Investments, LLC (Wellesley)

F Squared Alternative Investments provides portfolio management for investment companies, portfolio management for pooled investment vehicles, 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 Alternative Investments: assets under management

The assets under management (AUM) of F Squared Alternative Investments, LLC is $14.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 784% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $14.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.2 million each.

F Squared Alternative Investments has custody of $15.9 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay F Squared Alternative Investments, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Based in Wellesley

The principal office where F Squared Alternative Investments, LLC 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 alphasectoralphadex.com.

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