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- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-02-2016
- Office Locations
- 1
Office Locations
About S Squared Advisors LLC
S SQUARED ADVISORS is an Austin-based investment manager serving retail and institutional investors with separately managed account strategies that blend fundamental value/quality factors with explicit volatility analysis. The firm builds systematic MVVP portfolios from broad equity indexes (excluding financials and utilities) and offers dynamic hedged large-cap, small-cap, and options/futures-based alpha-capture and macro ETF approaches, plus a portfolio scorecard to benchmark existing holdings.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHRISTOPHER G. ANGELO
Advisor
- CRD
- #6046213
- Ownership
- 25% but less than 50%
MICHAEL JOHN HEFFERNAN
Advisor
- CRD
- #4808634
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,279,946 | -- |
| Non-Discretionary | $0 | -- |
| Total | $79,279,946 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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