A Squared Capital Management, LLC (New York)

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.

A Squared Capital Management: assets under management

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 firm manages $500 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $500 thousand each.

Fees & Commissions

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. 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 A Squared Capital Management, LLC

Andrew David Beer has been acting as President since 1 Jul 2003. Aviel Faliks joined the executive team most recently as the Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrew David Beer	President	1 Jul 2003	50% - 75%	4374383
Aviel Faliks	Portfolio manager	1 Jul 2003	50% - 75%	4020639

Based in New York

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.