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L SQUARED CAPITAL PARTNERS

NEWPORT BEACH, CA · CRD 288509 · IAPD ↗ · lsquaredcap.com · 949-398-0168

$2.04BRegulatory AUM
15Advisory reps
18Employees
0Clients
n/aPlanning clients
23Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — L SQUARED CAPITAL PARTNERS reported RAUM up 31% ($1.55B -> $2.04B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — L SQUARED CAPITAL PARTNERS reported RAUM up 39% ($1.01B -> $1.40B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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