F-SQUARED INVESTMENTS, INC
CRD #146673 SEC #801-69937 NEWTON, MA (857) 404-0840
SEC Registered
Total AUM
$2.8B
Discretionary
$498.1M
Employees
11
Clients
--
Accounts
68
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2015 | $49K | $49K | $0 | 57 | 26 |
| Jul 2015 | $49K | $49K | $0 | 57 | 26 |
| Apr 2015 | $20.8M | $20.8M | $0 | 110 | 26 |
| Mar 2015 | $20.8M | $20.8M | $0 | 110 | 26 |
| Dec 2014 | $27.7M | $27.7M | $0 | 115 | 26 |
| Nov 2014 | $27.7M | $27.7M | $0 | 115 | 26 |
| Aug 2014 | $27.7M | $27.7M | $0 | 115 | 26 |
| Jun 2014 | $61.8M | $61.8M | $0 | 115 | 26 |
| Mar 2014 | $61.8M | $61.8M | $0 | 115 | 26 |
| Jan 2014 | $60.3M | $60.3M | $0 | 90 | 26 |
| Oct 2013 | $57M | $57M | $0 | 90 | 26 |
| Sep 2013 | $2.3B | $64M | $2.2B | 60 | 26 |
| Jun 2013 | $2.3B | $64M | $2.2B | 60 | 26 |
| Apr 2013 | $2B | $511.9M | $1.5B | 41 | 26 |
| Apr 2013 | $2B | $511.9M | $1.5B | 41 | 26 |
| Apr 2013 | $2B | $511.9M | $1.5B | 41 | 26 |
| Jan 2013 | $2.8B | $498.1M | $2.3B | 37 | 26 |
| Oct 2012 | $2.8B | $498.1M | $2.3B | 11 | 26 |
| Mar 2012 | $2.2B | $555M | $1.7B | 11 | 26 |
| Jul 2011 | $1.5B | $601.4M | $935.6M | -- | -- |
| Dec 2010 | $929.1M | $553.6M | $375.5M | -- | -- |
| Aug 2010 | $681M | $503.2M | $177.8M | -- | -- |
| Aug 2010 | $631.9M | $473M | $158.9M | 10 | -- |
| Jul 2010 | $631.9M | $473M | $158.9M | 10 | -- |
| Jul 2010 | $631.9M | $473M | $158.9M | 10 | -- |
DateSep 2015
Total AUM$49K
Discretionary$49K
Non-Disc.$0
Employees57
Clients26
DateJul 2015
Total AUM$49K
Discretionary$49K
Non-Disc.$0
Employees57
Clients26
DateApr 2015
Total AUM$20.8M
Discretionary$20.8M
Non-Disc.$0
Employees110
Clients26
DateMar 2015
Total AUM$20.8M
Discretionary$20.8M
Non-Disc.$0
Employees110
Clients26
DateDec 2014
Total AUM$27.7M
Discretionary$27.7M
Non-Disc.$0
Employees115
Clients26
DateNov 2014
Total AUM$27.7M
Discretionary$27.7M
Non-Disc.$0
Employees115
Clients26
DateAug 2014
Total AUM$27.7M
Discretionary$27.7M
Non-Disc.$0
Employees115
Clients26
DateJun 2014
Total AUM$61.8M
Discretionary$61.8M
Non-Disc.$0
Employees115
Clients26
DateMar 2014
Total AUM$61.8M
Discretionary$61.8M
Non-Disc.$0
Employees115
Clients26
DateJan 2014
Total AUM$60.3M
Discretionary$60.3M
Non-Disc.$0
Employees90
Clients26
DateOct 2013
Total AUM$57M
Discretionary$57M
Non-Disc.$0
Employees90
Clients26
DateSep 2013
Total AUM$2.3B
Discretionary$64M
Non-Disc.$2.2B
Employees60
Clients26
DateJun 2013
Total AUM$2.3B
Discretionary$64M
Non-Disc.$2.2B
Employees60
Clients26
DateApr 2013
Total AUM$2B
Discretionary$511.9M
Non-Disc.$1.5B
Employees41
Clients26
DateApr 2013
Total AUM$2B
Discretionary$511.9M
Non-Disc.$1.5B
Employees41
Clients26
DateApr 2013
Total AUM$2B
Discretionary$511.9M
Non-Disc.$1.5B
Employees41
Clients26
DateJan 2013
Total AUM$2.8B
Discretionary$498.1M
Non-Disc.$2.3B
Employees37
Clients26
DateOct 2012
Total AUM$2.8B
Discretionary$498.1M
Non-Disc.$2.3B
Employees11
Clients26
DateMar 2012
Total AUM$2.2B
Discretionary$555M
Non-Disc.$1.7B
Employees11
Clients26
DateJul 2011
Total AUM$1.5B
Discretionary$601.4M
Non-Disc.$935.6M
Employees--
Clients--
DateDec 2010
Total AUM$929.1M
Discretionary$553.6M
Non-Disc.$375.5M
Employees--
Clients--
DateAug 2010
Total AUM$681M
Discretionary$503.2M
Non-Disc.$177.8M
Employees--
Clients--
DateAug 2010
Total AUM$631.9M
Discretionary$473M
Non-Disc.$158.9M
Employees10
Clients--
DateJul 2010
Total AUM$631.9M
Discretionary$473M
Non-Disc.$158.9M
Employees10
Clients--
DateJul 2010
Total AUM$631.9M
Discretionary$473M
Non-Disc.$158.9M
Employees10
Clients--