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ALPHA SQUARE GROUP S, LLC

NEW YORK, NY · CRD 308022 · IAPD ↗ · alphasquaregroup.com · 347-334-0787

$1.60BRegulatory AUM
10Advisory reps
21Employees
0Clients
n/aPlanning clients
35Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — ALPHA SQUARE GROUP S, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — ALPHA SQUARE GROUP S, LLC reported RAUM up 51% ($1.06B -> $1.60B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — ALPHA SQUARE GROUP S, LLC shrank from 13 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2024 — ALPHA SQUARE GROUP S, LLC shrank from 19 to 13 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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