North Square Investments, LLC is a large advisory firm based in Chicago. It manages $313.74 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Illinois.
North Square Investments provides portfolio management for investment companies. 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 North Square Investments, LLC is $313.74 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay North Square Investments, 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.
The only and largest group of clients of North Square Investments is investment companies with 7 clients and $313.74 million of assets under management. Among the 8 most similar advisory firms, North Square Investments has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $313.74 million for 7 clients. None of the firm’s clients are foreign persons or businesses.
North Square Investments doesn't advise any private funds.
The company employs 21 people that are either part- or full-time employees. 5 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Takashi Bayard Moriuchi joined the executive team most recently as the Elected Manager Of Sole Member.
The principal office where North Square Investments, LLC performs its advisory services is located at 10 South Lasalle Street, Chicago, IL 60603, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-857-2160 or by fax 312-676-2549. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at northsquareinvest.com and its LinkedIn profile.