# F-SQUARED INVESTMENTS, INC

F-SQUARED INVESTMENTS, INC of NEWTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 146673
- Type: SEC-registered investment adviser
- SEC file number: 801-69937
- Location: ONE NEWTON EXECUTIVE PARK, 2221 WASHINGTON STREET, SUITE 201, NEWTON, MA, 02462
- Phone: (857) 404-0840
- Latest filing: 2015-09-16
- Regulatory AUM: $49K
- Discretionary AUM: $49K
- Clients: 57
- Accounts: 1

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| DAGAN LAURA PEELLE | BOARD OF DIRECTORS; BOARD OF MANAGERS; CEO AND ELECTED MANAGER (+3 more) | — |
| CELICO JAMES T | CHIEF INVESTMENT SOLUTIONS OFFICER | — |
| SWANSON ANN MARIE | CHIEF COMPLIANCE OFFICER | — |
| DESKAVICH DEBORAH LEE | COO, CFO; HEAD OF OPERATIONS/CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR, CFO, COO (+2 more) | — |
| PRESENT HOWARD BRIAN | CHIEF EXECUTIVE OFFICER; INVESTOR; MANAGER (+2 more) | — |
| MCCLELLAND GEORGE DUNCAN | MANAGER; VICE CHAIR/BOARD DIRECTOR OF BUSINESS DEVELOPMENT; VICE CHAIR/BOARD MANAGER (+2 more) | — |
| FISHMAN VADIM | CHIEF TECHNOLOGY OFFICER; CTO; CTO/PARTNER (+2 more) | — |
| TOMNEY RICHARD FRANCIS | MANAGING DIRECTOR; MANAGING DIRECTOR INVESTMENTS; SVP, BUSINESS DEVELOPMENT (+2 more) | — |
| RICCI STEPHEN J | BOARD OF DIRECTORS; BOARD OF MANAGERS; ELECTED MANAGER (+1 more) | — |
| MANN THOMAS FREDERICK | BOARD OF DIRECTORS; BOARD OF MANAGERS; ELECTED MANAGER (+1 more) | — |
| MUCHNIK ILYA | INVESTOR; MEMBER | — |
| MARKOV MICHAEL | INVESTOR; MEMBER | — |
| KVITCHKO MIKHAIL | INVESTOR; MEMBER | — |
| NELSON JOHN OTIS | DIRECTOR OF SALES/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER; SVP, SALES AND MARKETING | — |
| BROWN KARA JANICE | CHIEF COMPLIANCE OFFICER AND COUNSEL | — |
| FRENCH SHARON | CHIEF DISTRIBUTION OFFICER | — |
| PHELPS DAVID NESTER | CHIEF RESTRUCTURING OFFICER | — |
| D'ALELIO EDWARD | ELECTED MANAGER | — |
| FISHMAN MITCHELL BARRY | VP OF OPERATIONS, CHIEF COMPLIANCE OFFICER | — |
| CALLAHAN BETSY A | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146673/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146673/similar
- Related entities: https://search.stillhousedata.com/firm/146673/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146673

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.