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NORTH SQUARE INVESTMENTS, LLC

CHICAGO, IL · CRD 294355 · IAPD ↗ · northsquareinvest.com · 312-857-2160

$3.15BRegulatory AUM
0Advisory reps
27Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

61
March 2026 — NORTH SQUARE INVESTMENTS, LLC reported RAUM up 56% ($2.02B -> $3.15B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2025 — NORTH SQUARE INVESTMENTS, LLC reported RAUM up 46% ($1.39B -> $2.02B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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