SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
L Squared Capital Partners
Newport Beach, CA
L Squared Capital Management LP, CRD 288509
Firm filing updated September 1, 2026 ·
- $2BAssets
- 15Advisory staff
- 7Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Pooled vehicles6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | Fewer than 5 clients | $182.3 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $1.9 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
Assets and accounts
- Regulatory assets$2.0 billion
- Accounts7
- DiscretionaryAll accounts
People
- Employees18
- Advisory staff15
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- Legal name: L Squared Capital Management LP SEC-registered investment advisor. CRD 288509, SEC file 801-111654.
- Registered with the SEC as an investment advisor (status date on record: September 11, 2017).
Is L Squared Capital Partners a fiduciary?
Short answer: L Squared Capital Partners is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.