Capital Squared Financial LLC
● SEC registered since 2024CRD 326861SEC# 801-131530Rockville, MD
Reg. AUM
$198.7M
Employees
3
Accounts
279
Location
Rockville, MD
Capital Squared Financial LLC assets under management
Capital Squared Financial LLC is an investment advisory firm registered with the SEC based in Rockville, MD. The firm has been registered since 2024. It reports $198.7 million in regulatory assets under management and employs 3 people.
Capital Squared Financial LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aleksandr S Seleznev Control | President And Chief Compliance Officer | Over 75% | 2023 |
| Asitha Sanjeeva De Silva Control | Chief Investment Officer | 5-10% | 2024 |
Frequently asked questions
How much does Capital Squared Financial LLC manage?
Capital Squared Financial LLC reports $198.7 million in regulatory assets under management on its Form ADV.
How many employees does Capital Squared Financial LLC have?
Capital Squared Financial LLC reports 3 employees.
Where is Capital Squared Financial LLC located?
Capital Squared Financial LLC is based in Rockville, MD and has been SEC-registered since 2024.
Does Capital Squared Financial LLC disclose fund performance?
Capital Squared Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1451 Rockville Pike, Suite 250, Rockville, MD 20852 |
| Phone | 240-600-1678 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$198.7M▲ 63%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$198.7Mregulatory AUM
Discretionary $198.7M