SourcingSourcing

R SQUARED BM LLC

C44
CRD 308920·SEC 801-118857·EL SEGUNDO, CA
AUM
$3.35B
$1B+
Est. Revenue
$33.5M
@ 1% on AUM
Est. EBITDA
$10.0M
@ 30% margin
Est. Deal Value
$80.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
R SQUARED BM LLC
CRD
308920
SEC file #
801-118857
EIN
923331291
DBA names
Ducenta Squared Asset Management

Economics

AUM
$3.35B
AUM band
$1B+
AUM trajectory
'21'26
$3.25B → $3.35B▲ +3%
Client mix
Individuals Other424
Pension Profit Sharing Plans10
State Or Municipal Govt10
Corporations10
Charitable Organizations2

Operations

Employees (total)
15
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'21'26
11 advisors → 6 advisors▼ -45%
Primary office
EL SEGUNDO CA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/65547701/admin(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RSMD INVESTCO LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
RSMD INVESTCO LLC
KANG, MYUNGKYU, DAVID
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
fallback_guess:rsquared.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001972587
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2023-04-18
Edgar Last Filing Date
2026-03-26
Edgar Form D Count
5
Edgar Form D Offerings
2026-03-262026-03-26 · 0002081111-26-000073
2025-03-242025-03-24 · 0001393725-25-000070

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
State Street4
E*trade4
Charles Schwab3
Raymond James2
Northern Trust2
Edgar Addresses
Mailing
2240 E MAPLE AVEEL SEGUNDO, CA 90245
Business
2240 E MAPLE AVEEL SEGUNDO, CA 90245
Edgar EIN
923331291
Edgar Recent Filings
D/A2026-03-26 · 0002081111-26-000073
D/A2025-03-24 · 0001393725-25-000070
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
TORLINE, TIMOTHY, PATRICK
IAR · Executive Officer · 2.5%
5280946
KANG, MYUNGKYU, DAVID
Executive Officer · 2.5%
3097869
STEVEN CHARLES LUDWIG
Executive Officer · 2.5%
2440911
MARK STEVEN KAVOLIUS
IAR
2365132
MICHAEL GEORGE SANCHEZ
IAR
2553219
Ryan OMalley
IAR
6701148