Alpha Square Group S, LLC

Fee-Only (% of Portfolio)

Alpha Square Group manages private investment funds for sophisticated investors like family offices, endowments, and high-net-worth individuals. Alpha Square invests in private companies across various sectors, including enterprise software, financial and cybersecurity technology, healthcare, and real estate. The firm also invests in publicly traded companies through the Equity Fund and Crossover Fund. Investment decisions are based on the governing documents of each fund.

Assets Under Management$1.1B
Clients21
AdvisorsN/A
Avg. per Client$50M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Alpha Square Group manages investment funds and receives management fees. These fees generally do not exceed 2% annually of either the aggregate capital committed by investors in a fund or the aggregate funded capital contributions of the funds. The management fee is generally paid quarterly from client assets. Alpha Square Group also receives performance-based fees from the funds.

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