Open Square Capital, LLC

Overview

Open Square Capital, LLC is organized as a limited liability company and is classified in available records as a hedge fund/adviser hybrid. The firm serves high-net-worth individuals and families as well as institutional clients, offering portfolio management for both private individuals/small businesses and pooled investment vehicles. Its business model includes managing a private hedge fund while also providing advisory services to separate accounts. Compensation arrangements reported for the firm include a mix of percentage-of-AUM fees, fixed fees, and performance-based fees, which aligns with its hedge-fund activities and pooled-vehicle management. The firm is owned by an individual, is not registered as a multi-state or ESG-focused adviser, and does not list related-adviser relationships in the summary data.

Assets & Accounts

Public Holdings

Investments & Alternatives