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 a Chicago-based systematic investment management firm serving institutional, intermediary, and wealth clients through a unified, research-driven platform spanning customized beta to liquid alternatives. Founded in 2020, V-Square applies rigorous, rules-based processes grounded in academic evidence and proprietary factor research to deliver transparent, repeatable outcomes. Strategies span tax-aware direct indexing and systematic equity, as well as long/short, risk-controlled momentum, and private equity return replication.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3
Habib Moudachirou
Co-Founder and CIOCRD 6033807
Antonio Gracias
Chief Executive Officer & Chief Investment OfficerCRD 2385716
Anita Woodhouse
Chief Compliance OfficerCRD 7407930
Contacts
2 of 2
Mamadou-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 13Active vs passive
$145M in ETFs
100%
$145M
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 | 86.50% |
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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