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| R Squared BM LLC
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|
|---|---|
| CRD # | 308920 |
| SEC # | 801-118857 |
| CIK # | |
| AUM | $3.3 B (2026-03-31) |
| Employees | 15 (40% Investors, 0% Brokers) |
| Phone | 213-687-9170 |
| Address | 2240 E Maple Ave El Segundo, CA 90245 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| SA | B&M CLO 2014-1 Ltd | 2015-03-16 | 29.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 424 | 0.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 1.8 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 10 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 0.4 |
| (n) Other | 1 | 0.1 |
| Total | 457 | 3.3 |
| By Discretionary | ||
| Discretionary | 456 | 3.2 |
| Non-Discretionary | 1 | 0.1 |
| Total | 457 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 457 | 3.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sound Shore Management Inc
✚
|
CT | 3.4 |
|
Colony Family Offices LLC
✚
|
NC | 3.4 |
|
North Star Asset Management Inc
✚
|
WI | 3.4 |
|
Stokes Family Office LLC
✚
|
LA | 3.4 |
|
Summitry LLC
✚
|
CA | 3.4 |
|
LaSalle Investment Management Securities LLC
✚
|
MD | 3.3 |
|
Meeder Asset Management Inc
✚
|
OH | 3.3 |
|
Sovereign Investment Advisors LLC
✚
|
AZ | 3.3 |
|
Schneider Downs Wealth Management Advisors LP
✚
|
PA | 3.3 |
|
Security Capital Research & Management Incorporated
✚
|
IL | 3.3 |