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SQUARE WAVE CAPITAL

BROOKLYN, NY · CRD 318517 · IAPD ↗ · squarewavecapital.com · 203-733-6139

$428.8MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — SQUARE WAVE CAPITAL reported RAUM up 310% ($104.7M -> $428.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2025 — SQUARE WAVE CAPITAL reported RAUM up 57% ($66.7M -> $104.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
54
April 2024 — SQUARE WAVE CAPITAL reported RAUM up 74% ($38.5M -> $66.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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