I SQUARED CAPITAL ADVISORS (US) LLC

RIASEC RegisteredEst. 2013
Total AUM
$60.1B
Discretionary
$60B
100% of AUM
Avg account
$791M
Accounts
76
Employees
331
Advisory reps
5

Firm details

Headquarters
MIAMI, Florida
CRD number
168339
Registered since
July 5, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

I Squared Capital Advisors (US) LLC operates as a private equity fund adviser focused on managing pooled investment vehicles for institutional clients. The firm is SEC-registered (since 2013) and organized as a limited liability company with mixed ownership (foreign entity and individual). Its advisory activity centers on portfolio management for pooled vehicles and it serves as an investment sponsor and general partner/managing member of those vehicles. The firm’s compensation model combines a percentage-of-AUM fee with performance-based fees, aligning incentives between the manager and investors. The firm’s client base is institutional, and it does not position itself as a pension consultant or as a multi-state retail adviser. It is not identified as an active ESG investor in the provided snapshot. Business relationships and industry roles emphasize manager-led private funds rather than direct retail advisory relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • LISA FLEISCHMAN

    Chief Compliance OfficerCRD 7082967

  • GAUTAM BHANDARI

    Co-founder, Managing Partner & Chief Investment OfficerCRD 4250305

  • DOMINIC SPIRI

    Chief Financial OfficerCRD 6631066

Contacts

2 of 2
  • SADEK WAHBA

    Founder, Chairman and Managing PartnerCRD 2792870

  • PATRICIA MENENDEZ - CAMBO

    General CounselCRD 7172006

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
600 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth