SQ ADVISORS LLC Overview

Sq Advisors Llc is an investment advisor that manages 3.3 BN dollars in regulatory AUM and has 7 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 77% of the manager's regulatory AUM.

SQ ADVISORS LLC StockAlpha

-8.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SQ ADVISORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHW 13.87% Financials 24.82% -0.85% 1 15%
AME 13.73% Industrials 6.67% -0.47% 3 7%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

SQ ADVISORS LLC Founders and Key Employees

Name Title In Position Since
Louis A. Simpson Chairman / Member August-2010
Kimberly K. Querrey President / Managing Member August-2010
Mary C. Johnston Chief Compliance Officer April-2012
Hilary L. King Chief Financial Officer October-2012
Anna R. Mullen Managing Director/Member April-2015

SQ ADVISORS LLC Brokers, Custodians, Auditors and Administrators

Type Company

SQ ADVISORS LLC Investment Strategy

SQ ADVISORS LLC Portfolio Concentration

SQ ADVISORS LLC Location

1400 GULF SHORE BLVD. NORTH
SUITE 184
NAPLES, Florida
UNITED STATES, 34102

SQ ADVISORS LLC Contact Information

Phone Number: 239-213-9393
Fax Number: 239-213-9396
Website:

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