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CRD 332721
MIAMI, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BHANDARI, GAUTAM, NO MIDDLE NAME | MANAGING PARTNER | Na | yes | 07/2024 | Mar 30, 2026 | Mar 30, 2026 |
| FLEISCHMAN, LISA, MARIE | CHIEF COMPLIANCE OFFICER | Na | yes | 07/2024 | Mar 30, 2026 | Mar 30, 2026 |
| I SQUARED CAPITAL LLC | SOLE MEMBER | E | yes | 07/2024 | Mar 30, 2026 | Mar 30, 2026 |
| MENENDEZ - CAMBO, PATRICIA, MARIA | GENERAL COUNSEL | Na | yes | 12/2024 | Mar 30, 2026 | Mar 30, 2026 |
| SPIRI, DOMINIC, LEE | CHIEF FINANCIAL OFFICER | Na | yes | 07/2024 | Mar 30, 2026 | Mar 30, 2026 |
| WAHBA, SADEK, MAGDI | CHAIRMAN AND MANAGING PARTNER | Na | yes | 07/2024 | Mar 30, 2026 | Mar 30, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $348M | $348M | 331 | 113 | 8 | 3 | n/a |
| 2024 | Jan 16, 2025 | $0 | $0 | 268 | 196 | 7 | n/a | 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 | $348M | $0 | n/a | n/a | n/a | 331 | 268 | 8 | 7 |