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| R Squared BM LLC
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| |
|---|---|
| CRD # | 308920 |
| SEC # | 801-118857 |
| CIK # | |
| AUM | $3.2 B (2025-03-27) |
| Employees | 19 (53% Investors, 0% Brokers) |
| Phone | 213-687-9170 |
| Address | 555 W 5th Street Los Angeles, CA 90013-1082 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($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 ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 335 | 0.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 1.7 |
| (h) Charitable organizations | 26 | 0.1 |
| (i) State or municipal government entities | 10 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 71 | 0.5 |
| (n) Other | 1 | 0.3 |
| Total | 467 | 3.2 |
| By Discretionary | ||
| Discretionary | 466 | 2.9 |
| Non-Discretionary | 1 | 0.3 |
| Total | 467 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 467 | 3.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sound Shore Management Inc
✚
|
CT | 3.2 |
|
Ulrich Consulting and Investment Group LLC
✚
|
NM | 3.2 |
|
Pallas Capital Advisors LLC
✚
|
MA | 3.2 |
|
Gerber Kawasaki Inc
✚
|
CA | 3.2 |
|
BOK Financial Private Wealth Inc
✚
|
CO | 3.2 |
|
Lion Street Advisors LLC
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|
TX | 3.2 |
|
East Capital Financial Services AB
✚
|
3.2 | |
|
Biltmore Family Office LLC
✚
|
NC | 3.2 |
|
The Burney Company
✚
|
VA | 3.1 |
|
Evensky & Katz LLC
✚
|
FL | 3.1 |