North Square Investments, Llc
- Regulatory AUM
- $3.2B
- Discretionary
- $3.2B
- Clients
- 14
- Avg AUM / client
- $225M
- Accounts
- 14
- Employees
- 27
AUM over time
Annual snapshots from Form ADV filings · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 14 | $3.2B | 100.0% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kang, Danny, Allan | Managing Director | Jan 2018 (9y) | GP / trustee / elected manager of Estancia Ugp Ii, Llc (indirect) | |
| Mendez, Michael, Casares | Managing Director | Jan 2018 (9y) | GP / trustee / elected manager of Estancia Ugp Ii, Llc (indirect) | |
| Moriuchi, Takashi, Bayard | Managing Director | Apr 2018 (8y) | GP / trustee / elected manager of Estancia Ugp Ii, Llc (indirect) | |
| Goodwin, Mark, David | Elected Manager Of Sole Member | Jul 2018 (8y) | Less than 5% | |
| Molotsky, Alan, Eugene | General Counsel | Jul 2018 (8y) | Less than 5% | |
| Philip James Callahan | Head Of Distribution | Jul 2018 (8y) | Less than 5% | |
| Amboian, John, Peter | Elected Manager Of Sole Member | Aug 2018 (8y) | GP / trustee / elected manager of Nsi Holdco, Llc (indirect) | |
| Cummins, Neil, Anthony | Elected Manager Of Sole Member | Aug 2018 (8y) | GP / trustee / elected manager of Nsi Holdco, Llc (indirect) | |
| Gaffney, Brian, Joseph | Elected Manager Of Sole Member | Aug 2018 (8y) | GP / trustee / elected manager of Nsi Holdco, Llc (indirect) | |
| Jeffries, Darrin, Charles | Elected Manager Of Sole Member | Aug 2018 (8y) | GP / trustee / elected manager of Nsi Holdco, Llc (indirect) | |
| Kurttila, Dana, Alan | Elected Manager Of Sole Member | Aug 2018 (8y) | GP / trustee / elected manager of Nsi Holdco, Llc (indirect) | |
| Skreppen, Ulf, Arthur | Chief Operations Officer And Chief Compliance Officer | Jan 2023 (4y) | Less than 5% | |
| Cox, Bradley, William | Chief Financial Officer | Jul 2023 (3y) | Less than 5% | |
| Ryan Fero | Registered representative | Mar 2025 (1y) | ||
| Jacqueline Kay Melugin | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nsi Holdco, Llc | Sole Member | Apr 2018 | A | 75% or more |
| Estancia Gp Ii, L.P. | General Partner | Jan 2018 | B | ≈ 28.13% – 75% via Estancia Capital Partners Fund Ii, L.P. |
| Estancia Managing Directors, Llc | Limited Partner | Jan 2018 | B | ≈ 21.09% – 75% via Estancia Gp Ii, L.P. |
| Estancia Capital Partners Fund Ii, L.P. | Member Of Nsi Holdco, Llc | Apr 2018 | B | ≈ 37.5% – 75% via Nsi Holdco, Llc |
| Estancia Ugp Ii, Llc | General Partner | Jan 2018 | B | GP / trustee / elected manager of Estancia Gp Ii, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Estancia Gp Ii, L.P.: 75% – 100% of Estancia Capital Partners Fund Ii, L.P. × 50% – 75% of Nsi Holdco, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Estancia Managing Directors, Llc: 75% – 100% of Estancia Gp Ii, L.P. × 75% – 100% of Estancia Capital Partners Fund Ii, L.P. × 50% – 75% of Nsi Holdco, Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Estancia Capital Partners Fund Ii, L.P.: 50% – 75% of Nsi Holdco, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 1.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗