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.

Open Square Capital provides discretionary portfolio management to high‑net‑worth individuals through separately managed accounts and serves as the general partner and manager of Open Square Fund, LP, a private investment limited partnership. The firm reports approximately $18 million in assets under management for a very small client base composed of SMA account holders and the fund’s limited partners. The adviser follows a value‑oriented, long‑term investment approach that seeks businesses trading below intrinsic value and typically concentrates the Partnership’s capital into five to twelve positions to focus on its best ideas. It manages the Partnership and separate accounts on a side‑by‑side basis, allowing SMA clients to impose reasonable investment restrictions while maintaining minimums for separate accounts. What distinguishes the firm from many peers is its combination of private fund sponsorship and pooled‑vehicle management within a solo‑practitioner structure, together with a performance‑based compensation arrangement for the Partnership (a 20% allocation of new profits above a 6% hard hurdle with a high‑water‑mark). The brochure documents several safeguards to address related conflicts — an annual audit of the Partnership, independent approval of withdrawals, a Code of Ethics, and written client authorizations for fee deductions — reflecting the firm’s practices for managing custody and side‑by‑side conflicts.

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.