Alpha Square Group S, LLC

Multi-stage venture firmSEC-registered adviserRaisingClassification probable· New York, New Yorkalphasquaregroup.com

Multi-stage venture firm, based in New York, New York, reporting $1.6B of fund assets on its funds' Form ADV filings.

Composed from this organization's classification, location and filed figures.

Reported fund assets
$1.6B
sum of its funds' Form ADV filings, last 30 months
Investment team
2
Latest vintage
2023
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

1 additional team member, 33 additional investments, funds and LPs, 39 events, 2 verified contacts (1 general firm email, 1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. 1 vehicle
    on Form D, 18 months

    $232M reported sold so far.

    A Form D is filed when a vehicle takes its first money, so these are open to LPs now.

    FactSEC Form D filingsFor LPs, fund-of-funds, placement agentsVehicles →

People to know

View all people
  • Managing Member
    Why: Named with investment responsibility
    No route on file yet
  • Member
    Why: Named with investment responsibility
    No route on file yet

Relationship network

40 connected entities

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

Reading the network
  • Fund or vehicle
  • Person
›How strength and recency are read

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to Alpha Square Group S, LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to Alpha Square Group S, LLC

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

0 companies on record, 0 new in 12 months

Investments on record

0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.

Stated thesis versus observed behaviour

no observed deals yet
Stated (the firm’s website)
Sectors
ai, enterprise software, fintech, healthcare, energy, robotics, crypto, cybersecurity, data infrastructure, edtech, industrial
Stages
not stated or not yet read
Geography
global, new york
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
family office
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate no observed dealsfollow-on rate no observed dealsnew companies, 12 months 0

Team

4 current, 3 departed

Decision makers

who to call first, and why; then everyone else by function
  • Lei Li · Managing Member
    Why this person: Named with investment responsibility
  • Ziqiang Xiao · Member
    Why this person: Named with investment responsibility
Who else at this firm · 1 person, grouped by function
Finance, operations and compliance (1)
  • Peter S Lin · General Counsel & Chief Compliance Officer
    Why this person: General Counsel & Chief Compliance Officer at the firm

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team

4 current, 3 departed
3 departed (kept with end dates)
  • Adam Harold Goodfriend · Chief Investment Officer · Jan 1, 2020 to Mar 31, 2022 Inference
  • John Cullen Doherty · Chief Compliance Officer & General Counsel · Oct 1, 2019 to Oct 15, 2021 Inference
  • Yuhan Ding · Managing Director & Chief Operating Officer · Dec 1, 2021 to Mar 31, 2023 Inference

Contacts

1 general firm email, 1 firm phone

1 general firm email, 1 firm phone on record, each with its source. Values open with the complete profile.

Funds and LPs

35 vehicles, 0 LPs disclosed

Funds and vehicles

35 reported, 1 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Alpha Square Group Fund III, LPFund2023 form d first saleFundraising$382M
Aug 13, 2026
56$232M
of $400M
Jun 12, 2026
Alpha Square Group Crossover Fund LLCGrowth fund2022 adv first reportedActive deployment$178M
Aug 13, 2026
3unknownunknown
Alpha Vast Investment LLCFund2022 adv first reportedActive deployment$33.3M
Aug 13, 2026
5unknownunknown

Limited partners

0 LPs, 0 disclosed commitments
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.

Known LPs and allocators

0 relationships across the firm's funds, from public pensions and the allocator graph
No allocator names this firm or its funds in a public disclosure DFX holds.

Relationships across DFX

0 co-investors · on 3 other DFX graphs

Co-investors

0 counted from shared deals, for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Across DFX and the capital chainon 3 other DFX graphs Show
Across DFX
Across the graphs

Alpha Square Group S, LLC is the same institution as 3 records in Independent Sponsors, Private Equity and RIA and Wealth.

Independent Sponsors1Private Equity1RIA and Wealth1

DFX found 3 relationships across 3 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Checking your plan…

Evidence and history

44 dated events, 64 observations from 3 sources

Timeline

44 dated events
  1. Aug 13, 2026
    Alpha Machina, LP first reported on Form ADV by Alpha Square Group S, LLC (Private Equity Fund), GAV $48,402,018
    Fund first reported on Form ADVFundsInferenceAlpha Machina, LPForm ADV
  2. Aug 13, 2026
    Alpha Grand Investment, LP first reported on Form ADV by Alpha Square Group S, LLC (Private Equity Fund), GAV $5,000,000
    Fund first reported on Form ADVFundsInferenceAlpha Grand Investment, LPForm ADV
  3. Aug 13, 2026
    Alpha Lambda, LP first reported on Form ADV by Alpha Square Group S, LLC (Private Equity Fund), GAV $3,584,059
    Fund first reported on Form ADVFundsInferenceAlpha Lambda, LPForm ADV
  4. Aug 13, 2026
    Alpha Cerebrum, LP first reported on Form ADV by Alpha Square Group S, LLC (Venture Capital Fund), GAV $9,646,000
    Fund first reported on Form ADVFundsInferenceAlpha Cerebrum, LPForm ADV
  5. Aug 13, 2026
    Alpha Descartes II, LP first reported on Form ADV by Alpha Square Group S, LLC (Private Equity Fund), GAV $21,156,757
    Fund first reported on Form ADVFundsInferenceAlpha Descartes II, LPForm ADV

Identity and regulatory footprint

Address, phone, Form ADV filing and ownersForm ADV filed Aug 13, 2026 · 35 private fundsShow
Headquarters
New York, NYadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Aug 13, 2026
Private funds reported
35 (18 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$1.6Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$1.6Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
21
Owners on Schedule A
Howardmark LLC (Member), owns 25% to 50%

Classification history

Every classification this record has carried2 on recordShow
  1. Sep 23, 2026
    Multi-stage venture firm (probable, 80%)
    Both early and growth/opportunity families, reported GAV $1.6B
  2. Sep 12, 2026
    Multi-stage venture firm (probable, 80%)
    Both early and growth/opportunity families, reported GAV $1.1B

Evidence

64 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC funds reportedAug 13, 2026FactForm ADV
SEC adviser typeRegistered investment adviserAug 13, 2026FactForm ADV
SEC adviser typeRegistered investment adviserAug 13, 2026FactForm ADV
SEC adviser typeRegistered investment adviserNov 26, 2024FactForm ADV
First Form ADV filing2020-04-15Aug 13, 2026FactForm ADV
First Form ADV filing2020-04-15Nov 26, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-08-13Aug 13, 2026FactForm ADV
Latest Form ADV filing2026-08-13Aug 13, 2026FactForm ADV
Latest Form ADV filing2024-11-26Nov 26, 2024FactForm ADV
SEC statusApprovedAug 13, 2026FactForm ADV
SEC status effective2020-05-18Aug 13, 2026FactForm ADV
Venture share of reported funds1Aug 13, 2026FactForm ADV
Venture share of reported funds1Nov 26, 2024FactForm ADV
Business phoneAug 13, 2026FactForm ADV
Business phoneNov 26, 2024FactForm ADV
Employees21Aug 13, 2026FactForm ADV
Employees27Nov 26, 2024FactForm ADV
HeadquartersNew York, NYAug 13, 2026FactForm ADV
HeadquartersNew York, NYNov 26, 2024FactForm ADV
Office addressAug 13, 2026FactForm ADV
Office addressNov 26, 2024FactForm ADV
Self-described typeFamily officeSep 16, 2026Fact
Self-described typeFamily officeSep 15, 2026Fact
Legal formLimited Liability CompanyAug 13, 2026FactForm ADV
Other funds reported1Aug 13, 2026FactForm ADV
PE funds reported16Aug 13, 2026FactForm ADV
Private funds reported35Aug 13, 2026FactForm ADV
Private funds reported35Aug 13, 2026FactForm ADV
Private funds reported15Nov 26, 2024FactForm ADV
Private fund gross assets (reported)$1.6BAug 13, 2026FactForm ADV
Private fund gross assets (reported)$1.6BAug 13, 2026FactForm ADV
Private fund gross assets (reported)$1.1BNov 26, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$1.6BAug 13, 2026FactForm ADV
Regulatory AUM (adviser, not fund size)$1.1BNov 26, 2024FactForm ADV
Schedule a diffsadiff-1Sep 29, 2026FactForm ADV
Stated geographyGlobal, new york
“geography words on the home page”
Sep 16, 2026Fact
Stated geographyGlobal, new york
“geography words on the home page”
Sep 15, 2026Fact
Stated sectorsAI, enterprise software, fintech, healthcare, energy, robotics, crypto, cybersecurity, data infrastructure, edtech, industrial
“sector words on the home page”
Sep 16, 2026Fact
Stated sectorsAI, enterprise software, fintech, healthcare, energy, robotics, crypto, cybersecurity, data infrastructure, edtech, industrial
“sector words on the home page”
Sep 15, 2026Fact
Team pageSep 16, 2026Fact
Team pageSep 15, 2026Fact
Venture funds reported18Aug 13, 2026FactForm ADV
Venture funds reported18Aug 13, 2026FactForm ADV
Venture funds reported14Nov 26, 2024FactForm ADV
WebsiteAug 13, 2026FactForm ADV
WebsiteNov 26, 2024FactForm ADV
Site titleSep 16, 2026Fact
Site titleSep 15, 2026Fact
How this is scored
Scores, classification basis and filing advisersMulti-stage venture firm, probableShow
Importance
40
elevated
Active deployment
60
high
Emerging
0
low
Freshness
100
high
Multi-stage venture firm · probableSEC registered investment adviser

Both early and growth/opportunity families, reported GAV $1.6B

The inputs behind each score
importance
gav: 0.67 · funds: 1 · people: 0.08 · investments: 0 · co investors: 0
active deployment
investments 12m: 0 · fund raising 18m: 1 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: not scored
emerging manager
fund count: 37 · reported gav: $1.6B · first adv filing: 2020-04-15 · years since first filing: 6.5

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Fits

2 scored matches, best firstas of
  • score 34confidence 60%
    Why: sector fit; geography fit; activity
    Watch: no observed deals
  • score 30confidence 60%
    Why: sector fit; geography fit; activity
    Watch: no observed deals

Scored by DFX match engines from the record's observed portfolio, stage, geography and recent activity. A fit is a reason to look, not a mandate; the blockers say what the model could not confirm. Names and the evidence sentences show with the names on this page.

Record history

1 dated event on the change ledger, latest event first
  • Adviser's first ADV filing
    2020-04-15source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

Not yet on record: new companies, 12 mo.