SourcingSourcing

ISQ CAPITAL LLC

C31
CRD 340355·SEC 801-135363·KING OF PRUSSIA, PA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ISQ CAPITAL LLC
CRD
340355
SEC file #
801-135363
EIN
412598456
DBA names
Isq Capital

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Primary office
KING OF PRUSSIA PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consulting
Fee basis
% of AUMHourly chargesSubscription feesFixed fees

Filings

Latest ADV filing
02/02/2026
ADV-W filed at
—
Website
isqcp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ISQ HOLDINGS LTD.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
ISQ HOLDINGS LTD.
Burns, Kaleb, Matthew
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
ISQCP.COM
Rdap Domain Creation Date
2025-07-25T13:13:18Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
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
0002102526
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-12-30
Edgar Last Filing Date
2025-12-30
Edgar Form D Count
1
Edgar Form D Offerings
2025-12-302025-12-30 · 0002102526-25-000001

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
E*trade4
Edgar Addresses
Mailing
150 S WARNER RDSUITE 300KING OF PRUSSIA, PA 19406
Business
150 S WARNER RDSUITE 300KING OF PRUSSIA, PA 19406
Edgar EIN
412598456
Edgar Recent Filings
D2025-12-30 · 0002102526-25-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-07-25T13:13:18Z
Rdap Domain Last Changed
2026-01-19T17:22:57Z
Rdap Nameservers
Connect1.squarespacedns.comConnect2.squarespacedns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
Burns, Kaleb, Matthew
Executive Officer · 2.5%
5791663
ELLIOTT, JOSEPH, BLACK
Executive Officer · 2.5%
2498039
Mineur, Zachary, Scott
Executive Officer · 2.5%
5644639