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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

SQUARE ADVISORS, LLC

CRD 160578

LONDON

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:baa0e8e6-ff83-2110-4d0e-318effedacb3

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Feb 16, 2012 to Mar 25, 2026
23 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: mixed wealth managerderivedprivate_client_share=0.27 fund_share=0.73 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $295MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $78.8M
Private client RAUM: $78.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 27%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 6
High net worth clients: 5
SEC number: 801-74309
CRD: 160578
Filings on the tape: 23
First filed: Feb 16, 2012
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, NY
Website: squareadvisors.com

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
BENHAMOU, JACQUES	Shareholder	E	yes	07/2007	Feb 16, 2012	Feb 19, 2024
BENHAMOU, JACQUES	MANAGING MEMBER	Na	yes	05/2023	Feb 16, 2012	Feb 19, 2024
DECOBERT, HUGUES, LUCIEN	Shareholder	E	yes	07/2007	Feb 16, 2012	Feb 19, 2024
HATCHUEL, ROMAIN, FLORENT	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	yes	12/2010	Feb 16, 2012	Feb 19, 2024
HLCE, LTD.	Partner	D	yes	07/2007	Feb 16, 2012	Feb 19, 2024
JACBEN, LTD.	Partner	D	yes	07/2007	Feb 16, 2012	Feb 19, 2024
SQUARE CAPITAL, LLP	Member	C	yes	12/2010	Feb 16, 2012	Feb 19, 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
SQUARE CAPITAL, LLP	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 25, 2026	$295M	$78.8M	1	1	0	n/a	n/a
2024	Mar 3, 2025	$312M	$125M	1	1	0	n/a	n/a
2023	Feb 19, 2024	$311M	$116M	1	1	0	n/a	n/a
2022	Mar 27, 2023	$316M	$110M	1	1	0	n/a	n/a
2021	Mar 9, 2022	$359M	$124M	1	1	0	n/a	n/a
2020	Feb 18, 2021	$345M	$120M	1	1	1	n/a	n/a
2019	Mar 24, 2020	$320M	$115M	2	2	1	n/a	n/a
2018	Mar 22, 2019	$291M	$112M	2	2	1	n/a	n/a
2017	Mar 27, 2018	$325M	$123M	2	1	1	n/a	n/a
2016	Mar 22, 2017	$245M	$86.7M	2	1	n/a	n/a	n/a
2015	Mar 22, 2016	$262M	$81.2M	3	1	n/a	n/a	n/a
2014	Mar 18, 2015	$263M	$69.3M	2	1	n/a	n/a	n/a
2013	Mar 6, 2014	$285M	$58.3M	2	1	n/a	n/a	n/a
2012	Mar 22, 2013	$254M	$37.8M	2	1	n/a	n/a	n/a

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	$295M	$312M	-5.2%	$316M	-2.2%	1	1	0	0

Relationships

Controls (6)

← DECOBERT, HUGUES, LUCIENOwnerSHAREHOLDER, ownership code E, individual
Feb 16, 2012 to Feb 19, 2024factForm ADV
← BENHAMOU, JACQUESOwnerSHAREHOLDER, ownership code E, individual
Feb 16, 2012 to Feb 19, 2024factForm ADV
← HATCHUEL, ROMAIN, FLORENTOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Feb 16, 2012 to Feb 19, 2024factForm ADV
← HLCE, LTD.OwnerPARTNER, ownership code D, foreign entity
Feb 16, 2012 to Feb 19, 2024factForm ADV
← JACBEN, LTD.OwnerPARTNER, ownership code D, foreign entity
Feb 16, 2012 to Feb 19, 2024factForm ADV
← SQUARE CAPITAL, LLPOwnerMEMBER, ownership code C, foreign entity
Feb 16, 2012 to Feb 19, 2024factForm ADV

Dated events

Occurred
Feb 18, 2021
Control person left
Bertrand Marie Emmanuel Boussard (Shareholder) no longer on Schedule A of Square Advisors, Llc (listed 2020-11-30, absent 2021-02-18)
Form ADVobserved 6 days ago
Occurred
Feb 18, 2021
Control person left
Murielle Benhamou (Shareholder) no longer on Schedule A of Square Advisors, Llc (listed 2020-11-30, absent 2021-02-18)
Form ADVobserved 6 days ago
Occurred
Feb 18, 2021
Control person left
Emmanuel Gavaudan (Shareholder) no longer on Schedule A of Square Advisors, Llc (listed 2020-11-30, absent 2021-02-18)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:baa0e8e6-ff83-2110-4d0e-318effedacb3
First observed: Feb 16, 2012
Last observed: Mar 25, 2026 6 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.

SQUARE ADVISORS, LLC

CRD 160578

LONDON

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:baa0e8e6-ff83-2110-4d0e-318effedacb3

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:44 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BENHAMOU, JACQUES

Shareholder

yes

07/2007

Feb 16, 2012

Feb 19, 2024

BENHAMOU, JACQUES

MANAGING MEMBER

yes

05/2023

Feb 16, 2012

Feb 19, 2024

DECOBERT, HUGUES, LUCIEN

Shareholder

yes

07/2007

Feb 16, 2012

Feb 19, 2024

HATCHUEL, ROMAIN, FLORENT

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

12/2010

Feb 16, 2012

Feb 19, 2024

HLCE, LTD.

Partner

yes

07/2007

Feb 16, 2012

Feb 19, 2024

JACBEN, LTD.

Partner

yes

07/2007

Feb 16, 2012

Feb 19, 2024

SQUARE CAPITAL, LLP

Member

yes

12/2010

Feb 16, 2012

Feb 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SQUARE CAPITAL, LLP

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$295M

$78.8M

n/a

2024

Mar 3, 2025

$312M

$125M

n/a

2023

Feb 19, 2024

$311M

$116M

n/a

2022

Mar 27, 2023

$316M

$110M

n/a

2021

Mar 9, 2022

$359M

$124M

n/a

2020

Feb 18, 2021

$345M

$120M

n/a

2019

Mar 24, 2020

$320M

$115M

n/a

2018

Mar 22, 2019

$291M

$112M

n/a

2017

Mar 27, 2018

$325M

$123M

n/a

2016

Mar 22, 2017

$245M

$86.7M

n/a

2015

Mar 22, 2016

$262M

$81.2M

n/a

2014

Mar 18, 2015

$263M

$69.3M

n/a

2013

Mar 6, 2014

$285M

$58.3M

n/a

2012

Mar 22, 2013

$254M

$37.8M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$295M

$312M

-5.2%

$316M

-2.2%