I Squared Capital Advisors (US) LLC
Miami, FL·SEC-registered · CRD #168339
I Squared Capital Advisors (US) LLC is an SEC-registered investment advisory firm in Miami, FL managing $60B across 77 client accounts, with 113 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$60B
Client accounts
77
Advisory staff
113
Fee model
Fee-only
How I Squared Capital Advisors (US) LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about I Squared Capital Advisors (US) LLC
How much does I Squared Capital Advisors (US) LLC manage?
Per its most recent SEC Form ADV filing (03/28/2026), I Squared Capital Advisors (US) LLC reports $60B in regulatory assets under management across roughly 77 client accounts.
How does I Squared Capital Advisors (US) LLC charge?
I Squared Capital Advisors (US) LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is I Squared Capital Advisors (US) LLC a fiduciary?
Yes. I Squared Capital Advisors (US) LLC is registered with the U.S. Securities and Exchange Commission (CRD #168339), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is I Squared Capital Advisors (US) LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks I Squared Capital Advisors (US) LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from I Squared Capital Advisors (US) LLC's public SEC Form ADV filing (CRD #168339, filed 03/28/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of I Squared Capital Advisors (US) LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with I Squared Capital Advisors (US) LLC? Claim this profile.