Investment adviser · CRD 308920
DUCENTA SQUARED ASSET MANAGEMENT
Investment adviser filing (IA)
R SQUARED BM LLC
EL SEGUNDO, CA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $3.35B Form ADV · Item 5.F
- Client accounts
- 457 Accounts, not individual clients
- Employees
- 15 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 10 | $1,779,290,463 | 53.1% |
| Individuals | 424 | $565,424,175 | 16.9% |
| Government entities | 10 | $412,171,894 | 12.3% |
| Corporations & businesses | 10 | $411,866,028 | 12.3% |
| Other clients | Fewer than 5 | $136,996,708 | 4.1% |
| Charities | 2 | $43,010,908 | 1.3% |
Filing source
Form ADV 2071801 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
B&M CLO 2014-1, LTDSecuritized Asset Fund · Last reported Mar 28, 2022$29.1MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WELLS FARGO BANK, NATIONAL ASSOCIATION
LEI KB1H1DSPRFMYMCUFXT09
Fund details & source
- Fund ID
- 805-5401195665
- Reported beneficial owners
- 5
- Minimum commitment
- $1M
Form ADV 1632506 · Mar 28, 2022 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
2240 E. MAPLE AVEEL SEGUNDO, CA, 90245, United States
CRD 308920
Filing source
Form ADV 2071801 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.