{
  "crd_number": 160578,
  "slug": "square-advisors-llc-london-160578",
  "primary_business_name": "SQUARE ADVISORS, LLC",
  "legal_name": "SQUARE ADVISORS, LLC",
  "dbas": [],
  "city": "London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-30",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 295485312.0,
  "raum_discretionary": 78750904.0,
  "raum_non_discretionary": 216734408.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other_investment_advisers": {
      "raum": 216734408.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 78750904.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://squareadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160578",
  "city_as_filed": "LONDON",
  "url": "https://advisorcensus.com/firm/square-advisors-llc-london-160578",
  "display_name": "Square Advisors, LLC",
  "summary": "Square Advisors, LLC is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Square Advisors, LLC (CRD 160578): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Square Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Square Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Square Advisors, LLC located?",
      "a": "Square Advisors, LLC's principal office is in London, United Kingdom, according to its Form ADV."
    },
    {
      "q": "Is Square Advisors, LLC registered with the SEC or a state?",
      "a": "Square Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160578."
    },
    {
      "q": "How much does Square Advisors, LLC manage?",
      "a": "Square Advisors, LLC reports $295,485,312 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (27% discretionary)."
    },
    {
      "q": "How have Square Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Square Advisors, LLC: Regulatory assets under management: $344,559,805 in the October 2021 data and $295,485,312 in the October 2026 data, down 14%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Square Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (5)."
    },
    {
      "q": "Which custodians does Square Advisors, LLC use?",
      "a": "Square Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Edmond de Rothschild (Europe) S.A. and Morgan Stanley as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Square Advisors, LLC report any disciplinary disclosures?",
      "a": "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/160578"
    },
    {
      "q": "Does Square Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"Our normal minimum account size for separate accounts is $5,000,000. At the discretion of our Managing Member, the minimum account size may be waived.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 344559805.0,
      "total_employees": 1,
      "filing_date": "2021-08-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 358647940.0,
      "total_employees": 1,
      "filing_date": "2022-03-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 315791325.0,
      "total_employees": 1,
      "filing_date": "2023-05-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 311170170.0,
      "total_employees": 1,
      "filing_date": "2024-02-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 311719285.0,
      "total_employees": 1,
      "filing_date": "2025-03-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 295485312.0,
      "total_employees": 1,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Our normal minimum account size for separate accounts is $5,000,000. At the discretion of our Managing Member, the minimum account size may be waived."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 5000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our normal minimum account size for separate accounts is $5,000,000. At the discretion of our Managing Member, the minimum account size may be waived."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Edmond de Rothschild (Europe) S.A.",
      "name_as_filed": "EDMOND DE ROTHSCHILD (EUROPE) S.A.",
      "affiliated": false
    },
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/square-advisors-llc-london-160578.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 78750904.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 216734408.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160578",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}