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V Squared Investment Management, LLC (Cambridge)


V Squared Investment Management, LLC is an adviser based in Cambridge. It manages $16.62 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Massachusetts.

V Squared Investment Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

V Squared Investment Management: assets under management

The assets under management (AUM) of V Squared Investment Management, LLC is $16.62 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $16.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.31 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay V Squared Investment 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Emi Velkova Member 1 Apr 2005 Other 5069942

Based in Cambridge

The principal office where V Squared Investment Management, LLC performs its advisory services is located at 955 Massachusetts Ave., Cambridge, MA 02139, 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 617-576-7700 or by fax 617-576-7701. The normal business hours are 9am - 5pm on Monday - Friday.


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