OPEN SQUARE CAPITAL, LLC

OPEN SQUARE CAPITAL, LLC is an SEC-registered investment adviser (CRD 175152). Regulatory assets under management: $18.0M.

Registration

• CRD: 175152
• Type: Registered investment adviser
• Phone: 949-870-5365
• Latest filing: 2026-05-12
• Regulatory AUM: $18.0M
• Discretionary AUM: $18.0M
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 175152 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search