SQ Advisors LLC

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Assets, Funds, Holdings

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SQ Advisors LLC
CRD #155489
SEC #801-72026
CIK #0001534380
AUM
Employees 6 (67% Investors, 0% Brokers)
Phone239-213-9393
Address1400 Gulf Shore Blvd North
Naples, FL 34102
Source [IAPD] [EDGAR]
Total AUM ($BB)
4.03.22.41.60.80.02008201220162021
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 2 0.0
(b) Individuals (high net worth individuals) 66 0.9
(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 4 0.2
(g) Pension and profit sharing plans 2 0.0
(h) Charitable organizations 28 1.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 5 0.1
(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 33 0.4
(n) Other 0 0.0
Total 225 2.7
By Discretionary
Discretionary 225 2.7
Non-Discretionary 0 0.0
Total 225 2.7
By Non-United States Persons
Non-United States Persons 0.5
United States Persons 2.1
Total 225 2.7
EDGAR Form CIK 2011 - 2023
13F-HR [0001534380]
SC 13G [0001534380]
Form 13D/13G Filer Form 13D/13G Subject Filed
SQ Advisors LLC Cable One Inc [2018-02-14]
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