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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-15-2010
- Office Locations
- 1
Office Locations
About PI Square Capital, LLC
Pi Square Capital, LLC is a fee-only, independent RIA (founded 2010, Washington-registered) providing one-to-one financial planning and portfolio management for corporate executives and families. Services include retirement income planning, investment strategy, wealth preservation, charitable giving, and tax/estate and education funding strategies. Portfolios may use ETFs and mutual funds, with assets custodied at institutional firms (e.g., Interactive Brokers). Led by Shan Rai Kumar, with 25+ years in finance including Merrill Lynch and Morgan Stanley.
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Investment Themes
Investment Vehicles
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Owner & Executives
SHAN RAI KUMAR
Investment Advisor Representative
- CRD
- #4385337
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,437,920 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,437,920 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,437,920
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,441,208,518 | 100.0% |
| Total | $5,441,208,518 | 100.0% |