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.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$31.7MItem 5.F on the latest filing (2018-03-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$31.7M

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

8

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1

SEC number

801-78694

CRD

168432

Filings on the tape

12

First filed

Oct 8, 2013

Latest filed

Mar 20, 2018

Organised

Limited Partnership, Delaware

• Occurred

  Oct 8, 2013
  First Form ADV filing

  R-Squared Capital filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c98f0ae0-76e9-898e-47dd-18a69fabdb67

First observed

Oct 8, 2013

Last observed

Mar 20, 2018 103 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.