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I SQUARED CAPITAL ADVISORS (US) LLC

MIAMI, FL · CRD 168339 · IAPD ↗ · (786) 693-5700

$60.09BRegulatory AUM
113Advisory reps
331Employees
0Clients
n/aPlanning clients
123Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — I SQUARED CAPITAL ADVISORS (US) LLC shrank from 253 to 113 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2025 — I SQUARED CAPITAL ADVISORS (US) LLC reported RAUM up 26% ($47.87B -> $60.09B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — I SQUARED CAPITAL ADVISORS (US) LLC grew from 196 to 253 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
September 2024 — I SQUARED CAPITAL ADVISORS (US) LLC added office(s): 0 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.