WILSQUARE CAPITAL LLC

RIASEC RegisteredEst. 2020
Total AUM
$171M
Discretionary
$171M
100% of AUM
Avg account
$85.6M
Accounts
2
Employees
10
Advisory reps
3

Firm details

Headquarters
SAINT LOUIS, Missouri
CRD number
296504
Registered since
May 20, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Wilsquare Capital LLC is an SEC‑registered private equity fund manager that advises pooled investment vehicles for institutional clients. Formed as a limited liability company and registered in 2020, the firm acts as sponsor, general partner and managing member of its funds rather than operating as a broad capital allocator. Its advisory work centers on portfolio management of pooled vehicles, and its revenue model combines a percentage‑of‑AUM fee with performance‑based fees common to private fund structures. Wilsquare does not position itself as an active ESG investor and operates from a single state registration rather than a multi‑state advisory footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • KATHY KRISTOF-CHAPMAN

    Controller and Chief Compliance OfficerCRD 7220709

Contacts

2 of 2
  • JAMES WILMSEN

    PartnerCRD 6940527

  • WILLIAM WILLHITE

    Managing PartnerCRD 6940526

Wealth teams

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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

SAINT LOUIS, MO

SAINT LOUIS

Location

SAINT LOUIS, MO

Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
SAINT LOUIS
Address
3 City Place Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth