Providence Squared LLC

Overview

Providence Squared LLC is a small, independent registered investment adviser organized as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates with a concentrated client base and favors equity-centric portfolios, using exchange-traded equities and ETFs as the primary building blocks of client accounts. It charges clients through a mix of percentage-of-AUM fees and non-AUM arrangements (hourly and fixed fees), which supports both ongoing advisory relationships and engagement-based planning work. Portfolio construction appears to be discretionary for the majority of clients, with an emphasis on liquid, exchange-traded instruments for core exposure and shorter-term tactical allocations in single-name securities or sector ETFs when appropriate. Providence Squared does not identify itself as an active ESG investor and does not list pension consulting or multi-state advisory activity as part of its practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices