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SQUAREPOINT OPS LLC

CRD 172116 · SEC 801-80565

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250 WEST 55TH STREET, SUITE A, 32ND FLOOR, NEW YORK, NY, 10019, United States

Phone

646 868 1500

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$226.98B

Discretionary AUM

$226.98B

Team

69 total employees; 61 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees; EXPENSE REIMBURSEMENT & RECHARGE INCOME

Org form

Limited Liability Company

Filing date

2026-04-28

Disciplinary history

Yes

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Pooled investment vehicles27$226.96B
Charitable organizations1$20.4M

States served

CA, CO, IL, NY, TX

All web addresses on file

Official SEC filing: View on IAPD