L SQUARED CAPITAL PARTNERS

RIASEC RegisteredEst. 2017
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$292M
Accounts
7
Employees
18
Advisory reps
6

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
288509
Registered since
September 11, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles91.07%
  • HNWI8.93%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

L Squared Capital Partners is organized as a limited partnership and operates as a private equity fund manager serving institutional clients. The firm is SEC-registered (since 2017) and provides portfolio management for pooled investment vehicles, acting in sponsor and general partner roles for those vehicles. Its revenue model combines asset-based fees with performance‑linked compensation. The firm does not present itself as an allocator to a broad slate of outside managers and is not flagged as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

1 of 1
  • ELIZABETH HUNT

    Chief Financial OfficerCRD 7276568

Contacts

3 of 5
  • JEFFERY FARRERO

    Managing PartnerCRD 4256045

  • RANDALL HUNT

    PartnerCRD 4999505

  • SEAN BARRETTE

    PartnerCRD 5036564

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
3434 Via Lido
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth