V-SQUARE QUANTITATIVE MANAGEMENT
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 310355
- Registered since
- November 27, 2020
- Website
- www.vsqm.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC., U.S. BANCORP ADVISORS, LLC, GOLDMAN SACHS & CO. LLC, PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI97.26%
- Investment Companies2.74%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
V‑Square Quantitative Management is an independent SEC‑registered RIA organized as an LLC and active since 2020. The firm provides model‑driven portfolio management to individuals and families, pooled investment vehicles, and institutional or business clients. Its fee schedule combines a percentage of assets under management with performance‑based fees. V‑Square identifies itself as an active ESG investor and has roles beyond advisory work, acting as an investment adviser and sponsor and serving as a general partner/managing member for pooled vehicles.
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
- Exchange Traded Equities73%
- Investment Grade Corp Bonds26%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3HABIB MOUDACHIROU
Co-Founder and CIOCRD 6033807
ANTONIO GRACIAS
Chief Executive Officer & Chief Investment OfficerCRD 2385716
Anita Woodhouse
Chief Compliance OfficerCRD 7407930
Contacts
2 of 2Mamadou-Abou Sarr
Co-Founder & PresidentCRD 7302722
JONATHAN SHULKIN
Partner and Co-PresidentCRD 6025881
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$130M in ETFs
100%
$130M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $126M | 1,269,238 | 97.08% |
Location
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 320 N Sangamon St
- Time zone
- CT (UTC-6)
- Office locations
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