Ducenta Squared Asset Management

RIASEC RegisteredEst. 2020

Total AUM

$3.3B

Discretionary

$3.2B

96% of AUM

Avg account

$7.3M

Accounts

457

Employees

Advisory reps

Firm details

Headquarters: El Segundo, California
CRD number: 308920
Registered since: June 5, 2020
Website: www.ducentasquared.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, COMERICA SECURITIES,INC., UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pension & Profit Sharing Plans53.13%
Individuals16.88%
State / Municipal Government12.31%
Corporations / Businesses12.3%
Other4.09%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ducenta Squared Asset Management is an SEC-registered institutional RIA organized as a limited liability company and registered in 2020. The firm serves both individual and family clients as well as institutional clients, positioning itself as a discretionary portfolio manager with offerings that include percentage-of-AUM, fixed-fee, and performance-based pricing. Its advisory mandate encompasses portfolio management for individuals and small businesses as well as for businesses or institutions. The firm does not describe itself as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser.