F Squared Capital, LLC (Wellesley)

Name: F Squared Capital, LLC
Address: 80 William Street, Wellesley, MA, 02481
Telephone: 781-772-2777

F Squared Capital, LLC is a large advisory firm based in Wellesley. It manages $2.07 billion of regulatory assets for 9,600 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

F Squared Capital provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

F Squared Capital: assets under management

The assets under management (AUM) of F Squared Capital, LLC is $2.07 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 632% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.07 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $215.13 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay F Squared Capital, LLC 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.

Careers at F Squared Capital, LLC

Sharon French has been acting as President since 1 Jun 2013. Ann Marie Swanson joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Deborah Lee Deskavich	Coo, cfo	1 Jun 2009	Other	2332639
Llc F Squared Investment Management	Member	1 Jul 2010	75% - 100%	30-0639247
Deborah Lee Deskavich	Coo, cfo	1 Sep 2010	Other	2332639
Deborah Lee Deskavich	Chief operating officer	1 Feb 2013	Other	2332639
Howard Brian Present	Chief executive officer	1 Feb 2013	Other	5507617
Llc F Squared Investment Management	Owner	1 Feb 2013	75% - 100%	30-0639247
Kara Janice Brown	Chief compliance officer and counsel	1 Apr 2013	Other	5030561
Sharon French	President	1 Jun 2013	Other	2360493
Betsy A Callahan	Chief financial officer	1 Jul 2014	Other	4613503
Laura Peelle Dagan	Chief executive officer and elected manager	1 Nov 2014	Other	2771328
Edward D'alelio	Elected manager	1 Dec 2014	Other	6466262
Sharon French	Chief distribution officer	1 Mar 2015	Other	2360493
James T Celico	Chief investment solutions officer	1 Mar 2015	Other	2356996
Ann Marie Swanson	Chief compliance officer	1 Jul 2015	Other	4684405
David Nester Phelps	Chief restructuring officer	1 Jul 2015	Other	6529246

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Stephen J Ricci	Elected manager	1 Dec 2009	Other	5832357
George Duncan Mcclelland	Manager	1 Jul 2010	Other	4381361
Howard Brian Present	Manager	1 Jul 2010	Other	5507617
Thomas Frederick Mann	Elected manager	1 Jul 2011	Other	1624771
Laura Peelle Dagan	Elected manager	1 Nov 2011	Other	2771328

Based in Wellesley

The principal office where F Squared Capital, LLC performs its advisory services is located at 80 William Street, Wellesley, MA 02481, which is also the mailing address of the firm. An additional office of the firm is in Ewing, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-772-2777 or by fax 781-772-2780. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at f-squaredcapital.com.