SourcingSourcing

SQUAREPOINT OPS LLC

C27
CRD 172116·SEC 801-80565·NEW YORK, NY
AUM
$226.98B
$1B+
Est. Revenue
$2.27B
@ 1% on AUM
Est. EBITDA
$680.9M
@ 30% margin
Est. Deal Value
$5.45B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SQUAREPOINT OPS LLC
CRD
172116
SEC file #
801-80565
EIN
465665364
DBA names
—

Economics

AUM
$226.98B
AUM band
$1B+
AUM trajectory
'20'26
$15.58B → $226.98B▲ +1357%
Client mix
Pooled Investment Vehicles27
Charitable Organizations1

Operations

Employees (total)
69
Advisory staff (per ADV)
61
Advisory staff (5-yr trend)
'20'26
172 advisors → 61 advisors▼ -65%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
04/28/2026
ADV-W filed at
—
Website
squarepoint-capital.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SQUAREPOINT LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
SQUAREPOINT LLC
FRUKTER, NADYA, YEVGENYEVNA
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SQUAREPOINT-CAPITAL.COM
Rdap Domain Creation Date
2014-05-19T17:25:33Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001642575
Edgar Registered
Yes
Edgar Filing Count
59
Edgar First Filing Date
2015-05-15
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
50
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001642575-26-000007

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust50
Jpmorgan19
Goldman Sachs11
Morgan Stanley7
E*trade4
Edgar Addresses
Mailing
250 W. 55TH STREET32ND FLOORNEW YORK, NY 10019
Business
250 W. 55TH STREET32ND FLOORNEW YORK, NY 10019
Edgar EIN
465665364
Edgar Recent Filings
13F-HR2026-05-15 · 0001642575-26-000007
SCHEDULE 13G2026-04-08 · 0001642575-26-000004
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-05-19T17:25:33Z
Rdap Domain Last Changed
2026-02-24T03:35:18Z
Rdap Nameservers
Ns11.constellix.comNs21.constellix.comNs31.constellix.comNs41.constellix.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (5)

5
FRUKTER, NADYA, YEVGENYEVNA
Executive Officer · 2.5%
2746995
GOTTLIEB, MICHAEL
Executive Officer · 2.5%
3221378
KURTZMAN, BRADLEY, MATTHEW
Executive Officer · 2.5%
4496367
MORGAN, RUSSELL
Executive Officer · 2.5%
7084042
Weitzer, John, L
Executive Officer · 2.5%
4350211