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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 23, 2014
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROWN, KARA, JANICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, KARA, JANICE | I | CHIEF COMPLIANCE OFFICER AND COUNSEL | NA | Control |
| BROWN, KARA, JANICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, KARA, JANICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, KARA, JANICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, KARA, JANICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, KARA, JANICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, KARA, JANICE | I | CHIEF COMPLIANCE OFFICER AND COUNSEL | NA | Control |
| BROWN, KARA, JANICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, KARA, JANICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, KARA, JANICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, KARA, JANICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLAHAN, BETSY, A | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLAHAN, BETSY, A | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CELICO, JAMES, T | I | CHIEF INVESTMENT SOLUTIONS OFFICER | NA | Control |
| CELICO, JAMES, T | I | CHIEF INVESTMENT SOLUTIONS OFFICER | NA | Control |
| D'ALELIO, EDWARD | I | ELECTED MANAGER | NA | Control |
| D'ALELIO, EDWARD | I | ELECTED MANAGER | NA | Control |
| DAGAN, LAURA, PEELLE | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| DAGAN, LAURA, PEELLE | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| DAGAN, LAURA, PEELLE | I | BOARD OF MANAGERS | NA | Control |
| DAGAN, LAURA, PEELLE | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| DAGAN, LAURA, PEELLE | I | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER | NA | Control |
| DAGAN, LAURA, PEELLE | I | BOARD OF MANAGERS | NA | Control |
| DAGAN, LAURA, PEELLE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAGAN, LAURA, PEELLE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DESKAVICH, DEBORAH, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| DESKAVICH, DEBORAH, LEE | I | COO, CFO | NA | Control |
| DESKAVICH, DEBORAH, LEE | I | COO, CFO | NA | Control |
| DESKAVICH, DEBORAH, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| DESKAVICH, DEBORAH, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| DESKAVICH, DEBORAH, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| DESKAVICH, DEBORAH, LEE | I | MANAGING DIRECTOR, CFO, COO | NA | Control |
| DESKAVICH, DEBORAH, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| DESKAVICH, DEBORAH, LEE | I | COO, CFO | NA | Control |
| DESKAVICH, DEBORAH, LEE | I | COO, CFO | NA | Control |
| DESKAVICH, DEBORAH, LEE | I | MANAGING DIRECTOR, CFO, COO | NA | Control |
| DESKAVICH, DEBORAH, LEE | I | MANAGING DIRECTOR, COO | NA | Control |
| DESKAVICH, DEBORAH, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| DESKAVICH, DEBORAH, LEE | I | MANAGING DIRECTOR, COO | NA | Control |
| FRENCH, SHARON | I | PRESIDENT | NA | Control |
| FRENCH, SHARON | I | CHIEF DISTRIBUTION OFFICER | NA | Control |
| FRENCH, SHARON | I | CHIEF DISTRIBUTION OFFICER | NA | Control |
| FRENCH, SHARON | I | PRESIDENT | NA | Control |
| FRENCH, SHARON | I | PRESIDENT | NA | Control |
| FRENCH, SHARON | I | PRESIDENT | NA | Control |
| FRENCH, SHARON | I | PRESIDENT | NA | Control |
| FRENCH, SHARON | I | CHIEF DISTRIBUTION OFFICER | NA | Control |
| FRENCH, SHARON | I | CHIEF DISTRIBUTION OFFICER | NA | Control |
| FRENCH, SHARON | I | PRESIDENT | NA | Control |
| FRENCH, SHARON | I | PRESIDENT | NA | Control |
| FRENCH, SHARON | I | PRESIDENT | NA | Control |
| FRENCH, SHARON | I | PRESIDENT | NA | Control |
| MANN, THOMAS, FREDERICK | I | ELECTED MANAGER | NA | Control |
| MANN, THOMAS, FREDERICK | I | ELECTED MANAGER | NA | Control |
| MANN, THOMAS, FREDERICK | I | BOARD OF MANAGERS | NA | Control |
| MANN, THOMAS, FREDERICK | I | ELECTED MANAGER | NA | Control |
| MANN, THOMAS, FREDERICK | I | ELECTED MANAGER | NA | Control |
| MANN, THOMAS, FREDERICK | I | BOARD OF MANAGERS | NA | Control |
| MANN, THOMAS, FREDERICK | I | BOARD OF MANAGERS | NA | Control |
| MANN, THOMAS, FREDERICK | I | BOARD OF MANAGERS | NA | Control |
| PHELPS, DAVID, NESTER | I | CHIEF RESTRUCTURING OFFICER | NA | Control |
| PHELPS, DAVID, NESTER | I | CHIEF RESTRUCTURING OFFICER | NA | Control |
| PRESENT, HOWARD, BRIAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PRESENT, HOWARD, BRIAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PRESENT, HOWARD, BRIAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PRESENT, HOWARD, BRIAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PRESENT, HOWARD, BRIAN | I | CEO | NA | Control |
| PRESENT, HOWARD, BRIAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PRESENT, HOWARD, BRIAN | I | CEO | NA | Control |
| PRESENT, HOWARD, BRIAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RICCI, STEPHEN, J | I | ELECTED MANAGER | NA | Control |
| RICCI, STEPHEN, J | I | ELECTED MANAGER | NA | Control |
| RICCI, STEPHEN, J | I | BOARD OF MANAGERS | NA | Control |
| RICCI, STEPHEN, J | I | ELECTED MANAGER | NA | Control |
| RICCI, STEPHEN, J | I | ELECTED MANAGER | NA | Control |
| RICCI, STEPHEN, J | I | BOARD OF MANAGERS | NA | Control |
| RICCI, STEPHEN, J | I | BOARD OF MANAGERS | NA | Control |
| RICCI, STEPHEN, J | I | BOARD OF MANAGERS | NA | Control |
| SWANSON, ANN MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWANSON, ANN MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| F-SQUARED INVESTMENT MANAGEMENT, LLC | DE | OWNER | E | Control |
| F-SQUARED INVESTMENT MANAGEMENT, LLC | DE | MEMBER | E | Control |
| F-SQUARED INVESTMENT MANAGEMENT, LLC | DE | MEMBER | E | Control |
| F-SQUARED INVESTMENT MANAGEMENT, LLC | DE | OWNER | E | Control |
| F-SQUARED INVESTMENT MANAGEMENT, LLC | DE | OWNER | E | Control |
| F-SQUARED INVESTMENT MANAGEMENT, LLC | DE | OWNER | E | Control |
| F-SQUARED INVESTMENT MANAGEMENT, LLC | DE | OWNER | E | Control |
| F-SQUARED INVESTMENT MANAGEMENT, LLC | DE | OWNER | E | Control |
| F-SQUARED INVESTMENT MANAGEMENT, LLC | DE | MEMBER | E | Control |
| F-SQUARED INVESTMENT MANAGEMENT, LLC | DE | MEMBER | E | Control |
| F-SQUARED INVESTMENT MANAGEMENT, LLC | DE | OWNER | E | Control |
| F-SQUARED INVESTMENT MANAGEMENT, LLC | DE | OWNER | E | Control |
| F-SQUARED INVESTMENT MANAGEMENT, LLC | DE | OWNER | E | Control |
| F-SQUARED INVESTMENT MANAGEMENT, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| D'ALELIO, EDWARD | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| D'ALELIO, EDWARD | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| DAGAN, LAURA, PEELLE | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| DAGAN, LAURA, PEELLE | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| DAGAN, LAURA, PEELLE | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| DAGAN, LAURA, PEELLE | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| DAGAN, LAURA, PEELLE | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| DAGAN, LAURA, PEELLE | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| DAGAN, LAURA, PEELLE | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| DAGAN, LAURA, PEELLE | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| DAGAN, LAURA, PEELLE | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| DAGAN, LAURA, PEELLE | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| DAGAN, LAURA, PEELLE | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| DAGAN, LAURA, PEELLE | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| DAGAN, LAURA, PEELLE | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| DAGAN, LAURA, PEELLE | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| MANN, THOMAS, FREDERICK | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| MANN, THOMAS, FREDERICK | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| MANN, THOMAS, FREDERICK | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| MANN, THOMAS, FREDERICK | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| MANN, THOMAS, FREDERICK | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| MANN, THOMAS, FREDERICK | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| MANN, THOMAS, FREDERICK | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| MANN, THOMAS, FREDERICK | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| MANN, THOMAS, FREDERICK | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| MANN, THOMAS, FREDERICK | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| MANN, THOMAS, FREDERICK | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| MANN, THOMAS, FREDERICK | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| MANN, THOMAS, FREDERICK | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| MANN, THOMAS, FREDERICK | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| MCCLELLAND, GEORGE, DUNCAN | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| MCCLELLAND, GEORGE, DUNCAN | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| MCCLELLAND, GEORGE, DUNCAN | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| MCCLELLAND, GEORGE, DUNCAN | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| MCCLELLAND, GEORGE, DUNCAN | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| MCCLELLAND, GEORGE, DUNCAN | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| PRESENT, HOWARD, BRIAN | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| PRESENT, HOWARD, BRIAN | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| PRESENT, HOWARD, BRIAN | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| PRESENT, HOWARD, BRIAN | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| PRESENT, HOWARD, BRIAN | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| PRESENT, HOWARD, BRIAN | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| PRESENT, HOWARD, BRIAN | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| PRESENT, HOWARD, BRIAN | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| RICCI, STEPHEN, J | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| RICCI, STEPHEN, J | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| RICCI, STEPHEN, J | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| RICCI, STEPHEN, J | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| RICCI, STEPHEN, J | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| RICCI, STEPHEN, J | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| RICCI, STEPHEN, J | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| RICCI, STEPHEN, J | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| RICCI, STEPHEN, J | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| RICCI, STEPHEN, J | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| RICCI, STEPHEN, J | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| RICCI, STEPHEN, J | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| RICCI, STEPHEN, J | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
| RICCI, STEPHEN, J | I | F-SQUARED INVESTMENT MANAGEMENT, LLC | F | Control |
Registrations
Federal
IA
Dec 23, 2014 REGISTERED
Notice Filings (50)
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Address
80 WILLIAM STREETSUITE 400
WELLESLEY, MA 02481
United States
Phone: 781-772-2777