SQUAREPOINT OPS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 172116
- Registered since
- November 18, 2014
- Website
- www.squarepoint-capital.com
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles99.99%
- Charitable Organizations0.01%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Squarepoint Ops LLC is a hedge-fund–classified limited liability company that serves institutional investors. Registered with the SEC in 2014, the firm provides portfolio management for pooled investment vehicles and for businesses or institutions, and it selects and allocates to other advisers. It operates in a capacity consistent with CPO/CTA activity and also participates as sponsor, general partner, or managing member of pooled vehicles. Compensation is a mix of asset-based and performance fees, with additional fee arrangements noted. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents78%
- Other22%
Owners & executives
3 of 4Benjamin Petit
Chief Technology OfficerCRD 8122632
John Weitzer
Chief Compliance OfficerCRD 4350211
RUSSELL MORGAN
Chief Operating OfficerCRD 7084042
Contacts
2 of 2BRADLEY KURTZMAN
DirectorCRD 4496367
MICHAEL GOTTLIEB
Quantitative ResearcherCRD 3221378
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 123Active vs passive
$9.2B in ETFs
100%
$9.2B
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $7.9B | 12,162,948 | 86.56% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 250 W 55th St
- Time zone
- ET (UTC-5)
- Office locations
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