Square Nine Capital, LP

RIASEC RegisteredEst. 2025
Total AUM
$181M
Discretionary
$181M
100% of AUM
Avg account
$181M
Accounts
1
Employees
6
Advisory reps
4

Firm details

Headquarters
Los Angeles, California
CRD number
336297
Registered since
August 18, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Square Nine Capital, LP is a limited partnership organized as an institutional registered investment adviser that serves institutional clients. The firm reports offering portfolio management for pooled investment vehicles and acts in sponsor/GP and managing-member roles for those vehicles, indicating both adviser and sponsor capacity. Its compensation model combines a percentage-of-assets-under-management fee with performance-based fees. Square Nine identifies as a domestic entity with individual ownership elements and does not characterize itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Gregory Shamo

    Chief Operating OfficerCRD 8114854

Contacts

3 of 3
  • Christopher Brown

    PrincipalCRD 6077417

  • Nicole Musicco

    Co-Founder and Managing PartnerCRD 8114849

  • Peter Ma

    Peter Ma

    Managing PartnerCRD 5363485

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

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

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

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
1801 Century Park E
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth