BY THE SQUARE INVESTMENTS

BY THE SQUARE INVESTMENTS is an SEC-registered investment adviser (CRD 269971). Regulatory assets under management: $1.7M.

Registration

• CRD: 269971
• Type: Registered investment adviser
• Phone: 857-3627667
• Latest filing: 2026-02-25
• Regulatory AUM: $1.7M
• Discretionary AUM: $1.7M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 269971 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search