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| R Squared BM LLC
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| |
|---|---|
| CRD # | 308920 |
| SEC # | 801-118857 |
| CIK # | |
| AUM | $3.6 BB (2024-03-28) |
| Employees | 19 (58% Investors, 0% Brokers) |
| Phone | 213-687-9170 |
| Address | 555 W 5th Street Los Angeles, CA 90013-1082 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| SA | B&M CLO 2014-1 Ltd | 2015-03-16 | 29.1 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 313 | 0.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 1.6 |
| (h) Charitable organizations | 31 | 0.1 |
| (i) State or municipal government entities | 20 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 83 | 1.0 |
| (n) Other | 0 | 0.3 |
| Total | 472 | 3.6 |
| By Discretionary | ||
| Discretionary | 471 | 3.2 |
| Non-Discretionary | 1 | 0.3 |
| Total | 472 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 472 | 3.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wellspring Financial Advisors LLC
✚
|
OH | 3.6 |
|
Salem Investment Counselors Inc
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NC | 3.6 |
|
Tectonic Advisors LLC
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TX | 3.6 |
|
Weaver C Barksdale & Associates Inc
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TN | 3.6 |
|
PGIM Custom Harvest LLC
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NJ | 3.6 |
|
Karpus Management Inc
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NY | 3.5 |
|
Turtle Creek Management LLC
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TX | 3.5 |
|
ZWJ Investment Counsel Inc
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GA | 3.5 |
|
Chicago Capital LLC
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|
IL | 3.5 |
|
IPG Investment Advisors LLC
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CA | 3.5 |