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ISQ OPENINFRA REGISTERED ADVISOR LLC

MIAMI, FL · CRD 332721 · IAPD ↗ · 786-693-5781

$348.1MRegulatory AUM
113Advisory reps
331Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — ISQ OPENINFRA REGISTERED ADVISOR LLC shrank from 196 to 113 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
38
April 2026 — ISQ OPENINFRA REGISTERED ADVISOR LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
43
April 2026 — I SQUARED CAPITAL REGISTERED ADVISOR LLC is now doing business as ISQ OPENINFRA REGISTERED ADVISOR LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
53
April 2026 — ISQ OPENINFRA REGISTERED ADVISOR LLC now reports custody of client assets ($696.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
April 2026 — ISQ OPENINFRA REGISTERED ADVISOR LLC now reports 3 private fund(s) ($255.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
February 2025 — I SQUARED CAPITAL REGISTERED ADVISOR LLC (MIAMI, FL) is newly SEC-registered with $0 RAUM and 196 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.