P-Squared Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management to individual and family clients, managing separate accounts and communicating performance and portfolio appraisals at least quarterly. It generally charges fees based on assets under management and tailors allocations to client-specific factors such as age, net worth, risk tolerance, and income.
Investment decisions combine top-down macro analysis with bottom-up company research and draw on fundamental, technical, and quantitative methods. Portfolios may include individual large-cap and speculative equities, ETFs, fixed income, and alternative investments, and accounts are grouped into strategy profiles such as ETF-only allocations or a Concentrated Best Ideas strategy that holds selected individual positions.
Distinctive operational features include a requirement that clients custody assets at a single broker-dealer to support the firm’s account management software and a stated absence of wrap-fee arrangements or third-party compensation. The firm’s lead adviser adheres to the CFA Institute Code of Ethics, periodically invests personal or family funds in some of the same securities (sometimes initiating personal trades prior to client trades), and does not vote client proxies, which custodians forward directly to clients.
Client services
Expertise
Fee options
1.0% annually
Occasional consulting fee charged for specific assignment (amount not specified)
Main office
Greenwich CT
Advisors at this office
1
Most active in
Connecticut · Florida · New York
Also doing business as
P Square Investments LLC · P Squared Capital Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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