Open Square Capital, LLC

Overview

Open Square Capital, LLC is structured as an LLC and operates as a hedge-fund–style registered adviser that provides portfolio management for both individuals/families and pooled investment vehicles. The firm is owned by an individual and serves a mix of individual/family and institutional clients. Its advisory mandate includes running separately managed accounts and managing or sponsoring pooled vehicles; the firm is listed as an adviser and as a sponsor/GP/managing member of pooled investment structures. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. Open Square Capital does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices