NORTH SQUARE INVESTMENTS, LLC

RIASEC RegisteredEst. 2019
Total AUM
$3.2B
Discretionary
$3.2B
100% of AUM
Avg account
$225M
Accounts
14
Employees
27
Advisory reps
7

Firm details

Headquarters
CHICAGO, Illinois
CRD number
294355
Registered since
April 30, 2019
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

North Square Investments, LLC is an SEC-registered limited liability company that functions as a capital allocator to institutional clients. Registered in 2019, the firm charges fees as a percentage of assets under management and focuses its advisory activities on managing investment companies and selecting other advisers. It is set up to operate across multiple investment roles and maintains affiliations that include broker-dealer activity, other investment adviser relationships, CPO/CTA involvement, and acting as sponsor, general partner, or managing member of pooled investment vehicles. North Square does not identify 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

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Client base

Client personas

Owners & executives

2 of 2
  • MARK GOODWIN

    CEOCRD 2947625

  • BRADLEY COX

    Chief Financial OfficerCRD 4176893

Contacts

3 of 5
  • ALAN MOLOTSKY

    Senior Managing DirectorCRD 4913787

  • PHILIP CALLAHAN

    Head of Distribution & Global MarketingCRD 2224021

  • Ryan Fero

    Regional Sales ConsultantCRD 7083060

Unlock 2 more contacts

Wealth teams

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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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
200 W Madison St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth