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 a limited liability investment adviser that began SEC registration in 2020 and manages portfolios for both high‑net‑worth individuals and institutional clients. The firm focuses on fixed‑income driven strategies, using investment‑grade corporate bonds as the primary building block across discretionary mandates. Its business model includes fee arrangements tied to assets under management, fixed service fees and the ability to charge performance‑based fees, giving flexibility in structuring client relationships. Advisory work is concentrated on portfolio management for individuals and small businesses as well as for corporate or institutional accounts. The firm does not present itself as a capital allocator and it is not positioned as an active ESG investor. Strategies are implemented from a predominantly discretionary posture, with a minority of non‑discretionary relationships.