North Square Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated February 9, 2026, reports $3.2B in regulatory assets under management, 27 employees, and 14 accounts.
Assets Under Management
$3.2B
Employees
27
Offices
--
Total Clients
14
Primary office
CHICAGO, IL
200 WEST MADISON ST, SUITE 2610, CHICAGO, IL, United States
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.2Bas of February 9, 2026
Discretionary100.0%
$3.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.2B
Total Accounts14
10Y AUM Change+$3.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee1:1
10Y Employee Change+3 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.