Square Street Fund GP, LLC (New York) — Capital Square is a fee-only investment adviser founded in 2017. See sector focus and contact routes.
Capital Square is a fee-only investment adviser founded in 2017. They operate as a Registered Investment Adviser and fiduciary, focusing on customizing investment portfolios to match clients' financial needs and future. They offer services such as 401K solutions, retirement planning, portfolio management, education planning, annuity analysis, and estate & trust planning. Form D filings with the SEC list Square Street Fund GP, LLC as a promoter for the Square Street Fund, LP, which is categorized as a pooled investment fund. The entity has one Form D filing on record, originating from New York.
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