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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

S SQUARED TECHNOLOGY, LLC

CRD 124441

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:632fd336-285f-e699-e1aa-50ec8e67182b

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Mar 29, 2012 to Mar 31, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $308MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $308M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1
Individual clients: 0
High net worth clients: 0
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-63753
CIK: 1322924
CRD: 124441
Filings on the tape: 22
First filed: Mar 29, 2012
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: ssquared.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
LEAF INVESTMENT PARTNERS, L.P.	Hedge Fund	$269M	Mar 5, 2024	20	Mar 29, 2012	reported	021-128057
SG PARTNERS, L.P.	Hedge Fund	$54.1M	Nov 7, 2013	7	Mar 29, 2012	dropped	021-156594
SCI-TECH INVESTMENT PARTNERS, L.P.	Hedge Fund	$11.2M	Nov 7, 2013	7	Mar 29, 2012	dropped	021-156581
EXECUTIVE TECHNOLOGY, L.P.	Hedge Fund	$3.7M	Nov 7, 2013	4	Mar 29, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GOLDBLATT, KENNETH, A	Beneficiary	E	yes	06/2003	Mar 29, 2012	Mar 5, 2024
GOLDBLATT, KENNETH, A	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (A/O 11/2014)	D	yes	04/2017	Mar 29, 2012	Mar 5, 2024
GOLDBLATT, SEYMOUR, LAWRENCE	Member	Na	yes	04/2017	Mar 29, 2012	Mar 5, 2024
MAGUIRE, CAROL, VERONICA	CHIEF FINANCIAL OFFICER	Na	yes	07/2018	Feb 25, 2021	Mar 5, 2024
THE KENNETH GOLDBLATT 2003 TRUST	Member	C	yes	10/2001	Mar 29, 2012	Mar 5, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
S SQUARED CAPITAL, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$308M	$308M	4	2	1	1	n/a
2024	Mar 14, 2025	$306M	$306M	4	2	1	1	n/a
2023	Mar 5, 2024	$269M	$269M	4	2	0	1	$269M
2022	Mar 6, 2023	$233M	$233M	4	2	0	1	$233M
2021	Feb 25, 2022	$329M	$329M	4	2	0	1	$329M
2020	Feb 25, 2021	$286M	$286M	4	2	0	1	$286M
2019	Feb 6, 2020	$207M	$207M	4	2	0	1	$207M
2018	Mar 22, 2019	$155M	$155M	3	2	0	1	$155M
2017	Mar 28, 2018	$157M	$157M	4	3	0	1	$157M
2016	Mar 30, 2017	$126M	$126M	3	2	n/a	1	$126M
2015	Mar 30, 2016	$104M	$104M	3	2	n/a	1	$104M
2014	Mar 31, 2015	$107M	$107M	3	2	n/a	1	$107M
2013	Mar 31, 2014	$136M	$136M	7	2	n/a	1	$136M
2012	Mar 28, 2013	$315M	$315M	9	4	n/a	4	$313M
2011	Mar 29, 2012	$460M	$460M	n/a	n/a	n/a	4	$451M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$308M	$306M	0.5%	$233M	9.8%	4	4	1	1

Relationships

Advises (4)

→ LEAF INVESTMENT PARTNERS, L.P.Private fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ EXECUTIVE TECHNOLOGY, L.P.Private fundHedge Fund, IA, no longer reported
Mar 29, 2012 to Nov 7, 2013factForm ADV
→ SCI-TECH INVESTMENT PARTNERS, L.P.Private fundHedge Fund, IA, no longer reported
Mar 29, 2012 to Nov 7, 2013factForm ADV
→ SG PARTNERS, L.P.Private fundHedge Fund, IA, no longer reported
Mar 29, 2012 to Nov 7, 2013factForm ADV

Affiliated with (1)

← S SQUARED CAPITAL II MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (4)

← GOLDBLATT, SEYMOUR, LAWRENCEOwnerMEMBER, ownership code NA, individual
Mar 29, 2012 to Mar 5, 2024factForm ADV
← GOLDBLATT, KENNETH, AOwnerBENEFICIARY, ownership code E, individual
Mar 29, 2012 to Mar 5, 2024factForm ADV
← MAGUIRE, CAROL, VERONICAOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Feb 25, 2021 to Mar 5, 2024factForm ADV
← THE KENNETH GOLDBLATT 2003 TRUSTOwnerMEMBER, ownership code C, domestic entity
Mar 29, 2012 to Mar 5, 2024factForm ADV

Dated events

Occurred
Feb 25, 2021
Control person joined
Veronica Carol Maguire (Chief Financial Officer) appeared on Schedule A of S Squared Technology, Llc
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:632fd336-285f-e699-e1aa-50ec8e67182b
First observed: Mar 29, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

S SQUARED TECHNOLOGY, LLC

CRD 124441

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:632fd336-285f-e699-e1aa-50ec8e67182b

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:26 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

LEAF INVESTMENT PARTNERS, L.P.

Hedge Fund

$269M

Mar 5, 2024

Mar 29, 2012

reported

021-128057

SG PARTNERS, L.P.

Hedge Fund

$54.1M

Nov 7, 2013

Mar 29, 2012

dropped

021-156594

SCI-TECH INVESTMENT PARTNERS, L.P.

Hedge Fund

$11.2M

Nov 7, 2013

Mar 29, 2012

dropped

021-156581

EXECUTIVE TECHNOLOGY, L.P.

Hedge Fund

$3.7M

Nov 7, 2013

Mar 29, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GOLDBLATT, KENNETH, A

Beneficiary

yes

06/2003

Mar 29, 2012

Mar 5, 2024

GOLDBLATT, KENNETH, A

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (A/O 11/2014)

yes

04/2017

Mar 29, 2012

Mar 5, 2024

GOLDBLATT, SEYMOUR, LAWRENCE

Member

yes

04/2017

Mar 29, 2012

Mar 5, 2024

MAGUIRE, CAROL, VERONICA

CHIEF FINANCIAL OFFICER

yes

07/2018

Feb 25, 2021

Mar 5, 2024

THE KENNETH GOLDBLATT 2003 TRUST

Member

yes

10/2001

Mar 29, 2012

Mar 5, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

S SQUARED CAPITAL, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$308M

n/a

2024

Mar 14, 2025

$306M

n/a

2023

Mar 5, 2024

$269M

2022

Mar 6, 2023

$233M

2021

Feb 25, 2022

$329M

2020

Feb 25, 2021

$286M

2019

Feb 6, 2020

$207M

2018

Mar 22, 2019

$155M

2017

Mar 28, 2018

$157M

2016

Mar 30, 2017

$126M

n/a

$126M

2015

Mar 30, 2016

$104M

n/a

$104M

2014

Mar 31, 2015

$107M

n/a

$107M

2013

Mar 31, 2014

$136M

n/a

$136M

2012

Mar 28, 2013

$315M

n/a

$313M

2011

Mar 29, 2012

$460M

n/a

$451M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$308M

$306M

0.5%

$233M

9.8%