RIA Intel›Advisers›Connecticut›KEY SQUARE GROUP LP

KEY SQUARE GROUP LP

Advisory

N·STAMFORD, CT

Data as of Jun 4, 2024 · Source: SEC Form ADV

Total AUM

$557M

1-Year AUM Growth

-30.5%

3-Year CAGR

-36.5%

Employees

5

Assets Under Management

Total AUM$557M

Discretionary AUM$307M

Non-Discretionary AUM$250M

Discretionary %55.1%

Total Clients—

Team

Total Employees5

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record21

First FilingNov 13, 2015

Latest FilingJun 4, 2024

🔒 Full AUM trend chart and 21 historical filings spanning 9+ 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 KEY SQUARE GROUP LP

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