A Squared Capital Management, LLC is a pension cosultant based in New York. It manages $500 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of New York.
A Squared Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of A Squared Capital Management, LLC is $500 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay A Squared Capital Management, 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.
Andrew David Beer has been acting as President since 1 Jul 2003. Aviel Faliks joined the executive team most recently as the Portfolio Manager.
The principal office where A Squared Capital Management, LLC performs its advisory services is located at 570 Lexington Avenue, 25 Th Floor, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-750-5400 or by fax 212-750-1525. The normal business hours are 9:00 a.m. - 5:30 p.m. on Monday - Friday.