RIA Intel›Advisers›Florida›I SQUARED CAPITAL ADVISORS (US) LLC

I SQUARED CAPITAL ADVISORS (US) LLC

Institutional

N·MIAMI, FL

Data as of Mar 28, 2026 · Source: SEC Form ADV

Total AUM

$60.1B

1-Year AUM Growth

-0.1%

3-Year CAGR

+11.0%

Employees

113

Assets Under Management

Total AUM$60.1B

Discretionary AUM$60.0B

Non-Discretionary AUM$100M

Discretionary %99.8%

Total Clients76

Team

Total Employees113

Investment Advisers331

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record27

First FilingJun 25, 2013

Latest FilingMar 28, 2026

🔒 Full AUM trend chart and 27 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on I SQUARED CAPITAL ADVISORS (US) LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.