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H SQUARED MANAGEMENT LP

NEW YORK, NY · CRD 325633 · IAPD ↗ · 212-796-4956

$151.9MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
August 2026 — H SQUARED MANAGEMENT LP (NEW YORK, NY) is newly SEC-registered with $151.9M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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