Overview
Assets Under Management: $3.2 billion
Headquarters: LOS ANGELES, CA
Frequently Asked Questions
R SQUARED BM LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #308920), R SQUARED BM LLC is subject to fiduciary duty under federal law.
R SQUARED BM LLC is headquartered in LOS ANGELES, CA.
According to their SEC Form ADV, R SQUARED BM LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
R SQUARED BM LLC manages $3.2 billion in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, R SQUARED BM LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Total Client Accounts: 467
Discretionary Accounts: 466
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 308920
Filing ID: 1969789
Last Filing Date: 2025-03-27 14:07:00
Website: https://acaglobal.com