R Squared Capital Management L.P. (New York)

Name: R Squared Capital Management L.P.
Address: One Rockefeller Plaza, New York, NY, 10020
Telephone: (646) 741 4956

R Squared Capital Management L.P. is an investment adviser to an investment company based in New York. It manages $31.66 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013.

R Squared Capital Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

R Squared Capital Management: assets under management

The assets under management (AUM) of R Squared Capital Management L.P. is $31.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 267% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $31.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $31.66 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay R Squared Capital Management L.P. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Richard Cambell Pell serves?

The only and largest group of clients of Richard Cambell Pell is investment companies with 1 clients and $31.66 million of assets under management. Among the 2 most similar advisory firms, R Squared Capital Management has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $31.66 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

R Squared Capital Management doesn't advise any private funds.

Careers at R Squared Capital Management L.P.

The company employs 8 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Richard Cambell Pell has been acting as President since 1 May 2013. Nikhil Rajgopala Chari joined the executive team most recently as the Senior Analyst.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
R Squared Gp Llc	General partner	1 Apr 2013	25% - 50%	80-0918247
Richard Cambell Pell	Chairman/co-founder/limited partner	1 May 2013	25% - 50%	1917396
Junichi (Nmn) Nonami	Portfolio manager/limited partner	1 May 2013	Other	4442641
Elyse Michelle Waldinger	Chief operations officer/chief compliance officer/limited partner	1 May 2013	Other	2850402
Harry David Polishook	Limited partner/analyst	1 May 2013	Other	6678115
Rudolph Riad Younes	Ceo/co-founder/limited partner	1 May 2013	25% - 50%	4219940
Michael (Nmn) Testorf	Senior portfolio manager/partner	1 May 2013	Other	2927960
Danny Chirag Seth	Senior analyst/partner	1 May 2013	Other	4431144
Nikhil Rajgopala Chari	Senior analyst	1 Jun 2013	Other	5137046

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Richard Cambell Pell	Managing member	1 Apr 2013	75% - 100%	1917396
Rudolph Riad Younes	Managing member	1 Apr 2013	50% - 75%	4219940

Based in New York

The principal office where R Squared Capital Management L.P. performs its advisory services is located at One Rockefeller Plaza, New York, NY 10020, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (646) 741 4956. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at rsquaredcapital.com.