A complete list of active advisors currently associated with Open Square Capital, LLC

Warmer can help you find a great advisor at Open Square Capital, LLC or one who fits your needs even better.

The firm provides discretionary portfolio management to a small number of high-net-worth individuals through separately managed accounts and serves as the general partner and manager of a private investment limited partnership (a pooled investment vehicle). Its client base is limited in size and includes both SMA clients and investors in the private partnership. The adviser follows a value-oriented, fundamental analysis approach with a long-term investment horizon, seeking businesses trading below estimated intrinsic value. For the private partnership the strategy is concentrated, typically holding a relatively small number of positions to focus capital on high-conviction ideas, which increases exposure to issuer- and sector-specific risk. What is distinctive for a solo independent adviser is that the firm both sponsors and manages a private pooled vehicle while simultaneously managing separate accounts on a side-by-side basis and charging performance-based compensation available only to investors meeting regulatory qualifications. The brochure discloses the attendant conflicts of interest and describes mitigating practices, including a written code of ethics, the use of qualified custodians, an annual audit of the partnership, and written client authorizations for fee deductions.

To learn more about the advisors currently working at Open Square Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.