Objectivity Squared LLC

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Assets, Funds, Holdings

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Objectivity Squared LLC
CRD #311052
SEC #801-119693
CIK #0002011113
AUM $361.7 MM (2024-03-12)
Employees 6 (33% Investors, 0% Brokers)
Phone843-212-2805
Address701 East Bay Street
Charleston, SC 29403
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
4003202401608002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
USAC 1,681.7 5.0
AAPL 2,382,844.0 3.7
MPLX 29,802.2 3.6
GOOG 1,482,566.4 3.0
AMZN 1,092,997.8 2.0
XOM 385,508.3 2.0
ABNB 58,166.8 1.8
BA 82,059.9 1.6
EPD 54,009.8 1.2
MSFT 1,918,222.4 1.2
View All
Holdings by Sector ($MM)
15012090603002023202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 46 15.9
(b) Individuals (high net worth individuals) 67 287.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 3.9
(h) Charitable organizations 0 6.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 6 47.9
(n) Other 0 0.0
Total 1,248 361.7
By Discretionary
Discretionary 1,028 353.9
Non-Discretionary 220 7.8
Total 1,248 361.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 361.7
Total 1,248 361.7
EDGAR Form CIK 2011 - 2024
13F-HR [0002011113]
Comparable Firms State AUM ($BB)
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FL 0.4
Tannin Capital LLC
NC 0.4
Centered Wealth LLC
TX 0.4
Access Financial Services Inc
MN 0.4
Leslie Global Wealth LLC
IL 0.4
Summa Corp
TX 0.4
Paces Ferry Wealth Advisors LLC
GA 0.4
Alexander Randolph Advisory Inc
VA 0.4
MNS Financial Management LLC
FL 0.4
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