# H Squared Management LP

> H Squared Management LP is an SEC-registered investment advisory firm in New York, NY, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 6, 2026.

- CRD: 325633
- Filed as: H SQUARED MANAGEMENT LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325633
- AdvisorCensus page: https://advisorcensus.com/firm/h-squared-management-lp-new-york-ny-325633

## Quick answers

**How is H Squared Management LP compensated?**
On its Form ADV (Item 5.E, October 2026), H Squared Management LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does H Squared Management LP charge?**
Its Form ADV Part 2A brochure dated June 18, 2026 states: Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is H Squared Management LP located?**
H Squared Management LP's principal office is in New York, NY, according to its Form ADV.

**Is H Squared Management LP registered with the SEC or a state?**
H Squared Management LP is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 325633.

**How much does H Squared Management LP manage?**
H Squared Management LP reports $151,858,297 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary).

**What types of clients does H Squared Management LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does H Squared Management LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325633

**What changed in H Squared Management LP's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated June 18, 2026)

- Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it)

> A Fund will pay the Adviser an asset-based investment management fee each quarter in advance ranging from 1.0% to 1.5% per annum based on the net asset value of each Fund Investor’s capital account

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $151,858,297
- Discretionary: $151,858,297
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $151,858,297 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | Not reported | May 8, 2023 |
| October 2024 | Not reported | Not reported | March 28, 2024 |
| October 2025 | Not reported | Not reported | March 31, 2025 |
| October 2026 | $151,858,297 | 5 | July 6, 2026 |


## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. H Squared Management LP (CRD 325633): Form ADV filing data as of October 2026.
