H Squared Management LP: new SEC registration, $152M AUM, New York, NY
H Squared Management LP (New York, New York): new SEC registration, $152M AUM, New York, NY. Its amount of 152 is above the median of 134 (57th percentile). Dated 110 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 152 · 57th percentile of 1,149 NewRiaPulse records · 1.1x the median
Free preview: all 10 published fields of this record are shown below. Locked: 177 related NY NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | H Squared Management LP |
| Legal name | H Squared Management LP |
| CRD | 325633 |
| Status | Approved |
| Registered with the SEC | 2026-07-17 |
| Latest Form ADV filing | 2026-07-06 |
| Location | New York, NY, United States |
| Regulatory AUM | $151,858,297 |
| Accounts | 1 |
| Employees | 5 |
| amount percentile | 57th of 1,149 (median 134, 1.1x median) |
| Peer records CSV (178 NY records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-17
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NY first): Park Square Capital USA LP · Silver Rock Capital Partners · Alesco Advisors, LLC, An Esl Company · Bonaccord Capital Partners · S3 Capital Advisors LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: H Squared Management LP and 178 New York peers
- New York NewRiaPulse records like this one: 178
- H Squared Management LP's amount: 57th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New York peer: $35,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $152M under management.
What is the NewRiaPulse record for H Squared Management LP in New York, New York?
H Squared Management LP received SEC registration as an investment adviser (2026-07-17) with $151,858,297 in regulatory assets under management, based in New York, NY.
How does H Squared Management LP compare to other New York NewRiaPulse records?
Its amount of 152 sits in the upper half (57th percentile) of 1,149 records; the median is 134. It is 110 days old; check the official source for later updates before acting.
H Squared Management LP vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| H Squared Management LP | New York, NY | 152 | 57th | 2026-07-17 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.