Investment adviser · CRD 155489
SQ ADVISORS, LLC
Investment adviser filing (IA)
NAPLES, FL, United States · Form ADV filed Feb 28, 2019
- Regulatory AUM
- $2.67B Form ADV · Item 5.F
- Client accounts
- 225 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 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 |
|---|---|---|---|
| Charities | 28 | $1,120,958,628 | 42.1% |
| High-net-worth individuals | 66 | $853,505,796 | 32.0% |
| Corporations & businesses | 33 | $446,760,395 | 16.8% |
| Pooled investment vehicles | 4 | $158,449,389 | 5.9% |
| Other investment advisers | 5 | $66,814,590 | 2.5% |
| Retirement plans | Fewer than 5 | $17,315,279 | 0.6% |
| Individuals | Fewer than 5 | $1,711,493 | 0.1% |
Filing source
Form ADV 1279629 · Feb 28, 2019 · 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Feb 28, 2019. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
1400 GULF SHORE BLVD. NORTH, SUITE 184NAPLES, FL, 34102, United States
CRD 155489
Filing source
Form ADV 1279629 · Feb 28, 2019 · 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.