F-SQUARED CAPITAL, LLC
Legal name: F-SQUARED CAPITAL
CRD #166945 SEC #801-77989 WELLESLEY, MA 781-772-2777
SEC Registered Disclosures
Total AUM
$3.9B
Discretionary
$3.9B
Employees
115
Clients
--
Accounts
5,538
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2015 | $2.1B | $2.1B | $0 | 57 | 17,000 |
| Jul 2015 | $2.1B | $2.1B | $0 | 57 | 17,000 |
| Apr 2015 | $3.8B | $3.8B | $0 | 110 | 17,000 |
| Mar 2015 | $3.8B | $3.8B | $0 | 110 | 17,000 |
| Dec 2014 | $3.9B | $3.9B | $0 | 115 | 5,500 |
| Nov 2014 | $3.9B | $3.9B | $0 | 115 | 5,500 |
| Aug 2014 | $3.9B | $3.9B | $0 | 115 | 5,500 |
| Jun 2014 | $2.8B | $2.8B | $0 | 115 | 5,500 |
| Mar 2014 | $2.8B | $2.8B | $0 | 115 | 5,500 |
| Jan 2014 | $2.5B | $2.5B | $0 | 90 | 0 |
| Oct 2013 | $282.3M | $282.3M | $0 | 90 | 0 |
| Sep 2013 | $0 | $0 | $0 | 60 | 0 |
| Jun 2013 | $0 | $0 | $0 | 60 | 0 |
| Apr 2013 | $0 | $0 | $0 | 1 | 0 |
DateSep 2015
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees57
Clients17,000
DateJul 2015
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees57
Clients17,000
DateApr 2015
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees110
Clients17,000
DateMar 2015
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees110
Clients17,000
DateDec 2014
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees115
Clients5,500
DateNov 2014
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees115
Clients5,500
DateAug 2014
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees115
Clients5,500
DateJun 2014
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees115
Clients5,500
DateMar 2014
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees115
Clients5,500
DateJan 2014
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees90
Clients0
DateOct 2013
Total AUM$282.3M
Discretionary$282.3M
Non-Disc.$0
Employees90
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees60
Clients0
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees60
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0