# Square Advisors, LLC

> 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.

- CRD: 160578
- Filed as: SQUARE ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160578
- AdvisorCensus page: https://advisorcensus.com/firm/square-advisors-llc-london-160578

## Quick answers

**How is Square Advisors, LLC compensated?**
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.

**Where is Square Advisors, LLC located?**
Square Advisors, LLC's principal office is in London, United Kingdom, according to its Form ADV.

**Is Square Advisors, LLC registered with the SEC or a state?**
Square Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160578.

**How much does Square Advisors, LLC manage?**
Square Advisors, LLC reports $295,485,312 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (27% discretionary).

**How have Square Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Square Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5).

**Which custodians does Square Advisors, LLC use?**
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.

**Does Square Advisors, LLC 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/160578

**Does Square Advisors, LLC state an account minimum?**
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."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> 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.

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

### Custodians (Schedule D, Section 5.K(3))
- Edmond de Rothschild (Europe) S.A.
- Morgan Stanley

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.

### Regulatory assets under management (Item 5.F)
- Total: $295,485,312
- Discretionary: $78,750,904
- Non-discretionary: $216,734,408

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 5 | $78,750,904 |
| Other investment advisers | Fewer than 5 | $216,734,408 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- squareadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $344,559,805 | 1 | August 23, 2021 |
| October 2022 | $358,647,940 | 1 | March 9, 2022 |
| October 2023 | $315,791,325 | 1 | May 16, 2023 |
| October 2024 | $311,170,170 | 1 | February 19, 2024 |
| October 2025 | $311,719,285 | 1 | March 3, 2025 |
| October 2026 | $295,485,312 | 1 | March 25, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Square Advisors, LLC (CRD 160578): Form ADV filing data as of October 2026.