Square Advisors, Llc
- Regulatory AUM
- $295M
- Discretionary
- $78.8M
- Clients
- 5
- Avg AUM / client
- $59.1M
- Accounts
- 6
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 5 | $78.8M | 26.7% |
| Other investment advisers | Fewer than 5 clients | $217M | 73.3% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benhamou, Jacques | Shareholder | Jul 2007 (19y) | ≈ 9.38% – 37.5% via Jacben, Ltd. | |
| Decobert, Hugues, Lucien | Shareholder | Jul 2007 (19y) | ≈ 9.38% – 37.5% via Hlce, Ltd. | |
| Hatchuel, Romain, Florent | Managing Member/Chief Compliance Officer | Dec 2010 (16y) | 50% – 75% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Square Capital, Llp | Member | Dec 2010 | A | 25% – 50% |
| Jacben, Ltd. | Partner | Jul 2007 | B | ≈ 12.5% – 37.5% via Square Capital, Llp |
| Hlce, Ltd. | Partner | Jul 2007 | B | ≈ 12.5% – 37.5% via Square Capital, Llp |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Benhamou, Jacques: 75% – 100% of Jacben, Ltd. × 50% – 75% of Square Capital, Llp × 25% – 50% direct ≈ 9.38% – 37.5% of the firm
- Decobert, Hugues, Lucien: 75% – 100% of Hlce, Ltd. × 50% – 75% of Square Capital, Llp × 25% – 50% direct ≈ 9.38% – 37.5% of the firm
- Jacben, Ltd.: 50% – 75% of Square Capital, Llp × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Hlce, Ltd.: 50% – 75% of Square Capital, Llp × 25% – 50% direct ≈ 12.5% – 37.5% 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) | 03/25/2026 | 984 KB | 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Morgan Stanley $35.3M (12% of AUM) Mar 2026
- Edmond De Rothschild (Europe) S.A. $33.6M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗