9AT: SQUARE ADVISORS, LLC

Adviser Profile

As of Date	03/25/2026
Registration	SEC, Approved, 03/30/2012
ADV Location	LONDON, United Kingdom
Contact Info	+1 xxxxxxx
Websites

AUM^*	295,485,312 -5%
of that, discretionary	78,750,904 -32%
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	49,247,552 27%
% High Net Worth	55.56% -13%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Other investment advisers

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser KOTAK ALTERNATE ASSET MANAGERS LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund448.6m	Total Private Fund GAV448.6m	AUM18.5b	#Funds5
Adviser BCI SECURITIES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM402.2m	#Funds-
Adviser AUGUST GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM740.3m	#Funds-
Adviser ALTHUM ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.0b	#Funds-
Adviser ALLIE FAMILY OFFICE LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.3b	#Funds-
Adviser LEGADO WEALTH MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM51.0m	#Funds-
Adviser HANWHA ASSET MANAGEMENT (USA) LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund212.8m	Other Fund-	Total Private Fund GAV425.7m	AUM4.0b	#Funds2
Adviser LARCH CAPITAL PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund45.1m	Total Private Fund GAV45.1m	AUM3.0b	#Funds1
Adviser UP FINTECH ASSET MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.5m	#Funds-
Adviser PHILLIPS CAPITAL ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM588.6m	#Funds-

Brochure Summary

Overview

A. The Firm and Principal Owners Square Advisors, LLC (“Square Advisors” or the “Firm”) provides investment advisory services to ultra high net worth and high net worth individuals, as well as institutions. The Firm was founded in 2011. The principal owners of the Firm are Romain Hatchuel, who is the Managing Member, and Square Capital, LLP, a-UK based private investment management firm (“the Affiliate”). Mr. Hatchuel owns 51%, and the Affiliate owns 49% of the Firm. B. Types of Services Offered We provide investment management services to clients both on a discretionary and non- discretionary basis. We construct diversified portfolios comprised of the major asset classes (e.g., equities, mutual funds, exchange traded funds, bonds, commodities (in the form of exchange traded funds)), alternative investments, real estate investments and cash equivalents for clients utilizing an active asset allocation approach. We offer our clients affiliated pooled investment vehicles (“the Real Estate Funds”) that invest in real estate. In addition, we will act as a subadvisor to the Affiliate. In this capacity, we will provide investment management services, including portfolio construction services, securities selection, and investment research. The actual investment strategies and processes employed by the Firm, as well as associated risks are discussed in detail in Item 8 below. C. Level of Service Offered We provide discretionary investment management services (“Discretionary Mandates”),

and advisory services where the client makes the final investment decision (“Advisory Mandates”). In both cases, we create an investment profile for the client that defines the client’s objectives and risk profile. Based upon the investment profile, we construct a customized portfolio as described above. Furthermore, clients are permitted to impose reasonable restrictions on investing in certain securities or types of securities. In the case of a Discretionary Mandate client, we implement and manage the portfolio based upon the client's objectives. For Advisory Mandate clients, we provide the client with proposed portfolios and the client makes the investment decisions. We also monitor the portfolio and make recommendations to modify the portfolio if required. D. Portfolio Management Services to Wrap Fee Programs We do not provide portfolio management services to wrap fee programs. E. Assets Under Management As of December 31, 2022, our total assets under management are $406,007,856 of which $296,422,823 are managed on a non-discretionary basis and $109,585,033 are managed on a discretionary basis. Our Regulatory Assets under Management are $315,791,325 of which $206,206,292 are managed on a non-discretionary basis and $109,585,033 are managed on a discretionary basis. The difference between our total assets under management and Regulatory Assets under Management is attributable to Limited Liability Companies which invest in real estate (“the Real Estate Funds”) for which we provide investment advice.

SQUARE ADVISORS, LLC

SQUARE ADVISORS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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SQUARE ADVISORS, LLC SQUARE ADVISORS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

SQUARE ADVISORS, LLC

SQUARE ADVISORS, LLC