Square Wave Capital

RIASEC RegisteredEst. 2022

Total AUM

$429M

Discretionary

$429M

100% of AUM

Avg account

$143M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Brooklynn, New York
CRD number: 318517
Registered since: February 22, 2022
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles83.9%
Other16.1%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Square Wave Capital is an LLC that registered with the SEC in 2022 and operates as a hedge fund manager focused on institutional clients. The firm serves as portfolio manager for pooled investment vehicles and for businesses or institutions, and it acts as sponsor/GP/managing member of its pooled vehicles. Its fee schedule includes a percentage-of-AUM management fee alongside performance-based fees. Square Wave Capital does not report being an active ESG investor and is not designated as a multi-state adviser.