V-Square Quantitative Management LLC is a Chicago-based global quantitative asset manager founded in 2020. V-Square provides investment advisory services to individuals, institutions, and intermediaries such as wealth managers, family offices, and consultants. The firm specializes in quantitative approaches that apply economic, sustainability, and market variables across asset classes including domestic and international equities, fixed income, listed real assets, and multi-asset strategies. V-Square also offers specialized programs such as tax-aware equity strategies and long-equity/short-equity strategies, alongside private funds for accredited investors. Portfolios are tailored to meet each client's specific investment objectives, risk tolerance, and time horizon, with full discretionary authority over investment selection and trading. V-Square does not offer comprehensive personal financial planning services like retirement budgeting or estate planning; its focus is strictly on investment management and portfolio strategy.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum advisory fees vary by strategy: Equity at 1.50%, Listed Real Assets at 1.00%, Model Program at 1.00%, Tax-Aware Program at 1.00%, and Fixed Income at 0.50%. Strategies may be subject to a minimum annual dollar fee of $20,000 regardless of account size. Fees are negotiable.