F-SQUARED INSTITUTIONAL ADVISORS, LLC
CRD #154802 SEC #801-71753 NEWTON, MA 857-404-0840
SEC Registered
Total AUM
$4.9B
Discretionary
$4.1B
Employees
11
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2015 | $0 | $0 | $0 | 57 | 11 |
| Jul 2015 | $0 | $0 | $0 | 57 | 11 |
| Apr 2015 | $29.9M | $29.9M | $0 | 110 | 11 |
| Mar 2015 | $29.9M | $29.9M | $0 | 110 | 11 |
| Dec 2014 | $51.6M | $51.6M | $0 | 115 | 11 |
| Nov 2014 | $51.6M | $51.6M | $0 | 115 | 11 |
| Aug 2014 | $51.6M | $51.6M | $0 | 115 | 11 |
| Jun 2014 | $48.3M | $48.3M | $0 | 115 | 11 |
| Mar 2014 | $48.3M | $48.3M | $0 | 115 | 11 |
| Jan 2014 | $47M | $47M | $0 | 90 | 11 |
| Oct 2013 | $6.8B | $6.8B | $0 | 90 | 11 |
| Sep 2013 | $10B | $6.1B | $3.9B | 60 | 11 |
| Jun 2013 | $10B | $6.1B | $3.9B | 60 | 11 |
| Apr 2013 | $7.1B | $4.5B | $2.6B | 41 | 11 |
| Apr 2013 | $7.1B | $4.5B | $2.6B | 41 | 11 |
| Jan 2013 | $4.9B | $4.1B | $795.6M | 37 | 1 |
| Oct 2012 | $4.9B | $4.1B | $795.6M | 11 | 1 |
| Sep 2012 | $4.9B | $4.1B | $795.6M | 11 | 1 |
| Mar 2012 | $3.3B | $2.9B | $404.1M | 11 | 1 |
| Jul 2011 | $2B | $1.8B | $185.8M | -- | -- |
| Jun 2011 | $1.6B | $1.4B | $139.4M | -- | -- |
| May 2011 | $902.2M | $855.4M | $46.7M | -- | -- |
| Apr 2011 | $902.2M | $855.4M | $46.7M | 5 | -- |
| Dec 2010 | $423M | $400.4M | $22.6M | 5 | -- |
| Aug 2010 | $70.4M | $70.4M | $0 | 5 | -- |
| Aug 2010 | $31.5M | $31.5M | $0 | -- | -- |
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees57
Clients11
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees57
Clients11
DateApr 2015
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees110
Clients11
DateMar 2015
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees110
Clients11
DateDec 2014
Total AUM$51.6M
Discretionary$51.6M
Non-Disc.$0
Employees115
Clients11
DateNov 2014
Total AUM$51.6M
Discretionary$51.6M
Non-Disc.$0
Employees115
Clients11
DateAug 2014
Total AUM$51.6M
Discretionary$51.6M
Non-Disc.$0
Employees115
Clients11
DateJun 2014
Total AUM$48.3M
Discretionary$48.3M
Non-Disc.$0
Employees115
Clients11
DateMar 2014
Total AUM$48.3M
Discretionary$48.3M
Non-Disc.$0
Employees115
Clients11
DateJan 2014
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees90
Clients11
DateOct 2013
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees90
Clients11
DateSep 2013
Total AUM$10B
Discretionary$6.1B
Non-Disc.$3.9B
Employees60
Clients11
DateJun 2013
Total AUM$10B
Discretionary$6.1B
Non-Disc.$3.9B
Employees60
Clients11
DateApr 2013
Total AUM$7.1B
Discretionary$4.5B
Non-Disc.$2.6B
Employees41
Clients11
DateApr 2013
Total AUM$7.1B
Discretionary$4.5B
Non-Disc.$2.6B
Employees41
Clients11
DateJan 2013
Total AUM$4.9B
Discretionary$4.1B
Non-Disc.$795.6M
Employees37
Clients1
DateOct 2012
Total AUM$4.9B
Discretionary$4.1B
Non-Disc.$795.6M
Employees11
Clients1
DateSep 2012
Total AUM$4.9B
Discretionary$4.1B
Non-Disc.$795.6M
Employees11
Clients1
DateMar 2012
Total AUM$3.3B
Discretionary$2.9B
Non-Disc.$404.1M
Employees11
Clients1
DateJul 2011
Total AUM$2B
Discretionary$1.8B
Non-Disc.$185.8M
Employees--
Clients--
DateJun 2011
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$139.4M
Employees--
Clients--
DateMay 2011
Total AUM$902.2M
Discretionary$855.4M
Non-Disc.$46.7M
Employees--
Clients--
DateApr 2011
Total AUM$902.2M
Discretionary$855.4M
Non-Disc.$46.7M
Employees5
Clients--
DateDec 2010
Total AUM$423M
Discretionary$400.4M
Non-Disc.$22.6M
Employees5
Clients--
DateAug 2010
Total AUM$70.4M
Discretionary$70.4M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$31.5M
Discretionary$31.5M
Non-Disc.$0
Employees--
Clients--