Firm profile

I SQUARED CAPITAL REGISTERED ADVISOR LLC

MIAMI, FLCRD 332721Latest ADV March 30, 2026

I Squared Capital Registered Advisor LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 30, 2026, reports $348M in regulatory assets under management, 331 employees, 8 offices, and 4 accounts.

Assets Under Management
$348M
Employees
331
Offices
8 offices
Total Clients
<5
Primary office
MIAMI, FL
600 BRICKELL AVENUE, PENTHOUSE, MIAMI, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOLisa M. Fleischman
CFODominic L. Spiri

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$348Mas of March 30, 2026
Discretionary100.0%
$348M
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$348M
Total Accounts4
10Y AUM Change+$348M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees331
Clients per Employee0:1
10Y Employee Change+63 (+23.5%)

* 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.