F Squared Capital, LLC is a large advisory firm based in Wellesley. It manages $2.07 billion of regulatory assets for 9,600 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
F Squared Capital provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of F Squared Capital, LLC is $2.07 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 632% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay F Squared Capital, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Sharon French has been acting as President since 1 Jun 2013. Ann Marie Swanson joined the executive team most recently as the Chief Compliance Officer.
The principal office where F Squared Capital, LLC performs its advisory services is located at 80 William Street, Wellesley, MA 02481, which is also the mailing address of the firm. An additional office of the firm is in Ewing, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 781-772-2777 or by fax 781-772-2780. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at f-squaredcapital.com.