Overview

Headquarters
Chicago, IL
Total Firm Assets
$1.4 billion
Average High-Net-Worth Client Portfolio Size
$28.7 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: V-SQUARE QUANTITATIVE MANAGEMENT LLC FORM ADV (2026-03-06) · View brochure text

MinMaxDisclosed Annual Rate
$0 and above 1.50%

Stated Minimum Annual Fee: $20,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $20,000 2.00%
$5 million $75,000 1.50%
$10 million $150,000 1.50%
$50 million $750,000 1.50%
$100 million $1,500,000 1.50%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
97.26%
Number of High-Net-Worth Clients
48
Total Client Accounts
49
Discretionary Accounts
49

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
310355
  • V-SQUARE QUANTITATIVE MANAGEMENT LLC FORM ADV (2026-03-06) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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