Updated:
AllSquare Wealth Management
AllSquare Wealth Management is an SEC-registered investment adviser in Albany, NY, registered since 2010. The firm manages approximately $308 million in...
AllSquare Wealth Management
AllSquare Wealth Management is an SEC-registered investment adviser in Albany, NY, registered since 2010. The firm manages approximately $308 million in assets. It has 5 employees and 4 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2010
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Albany
Corporate office
Albany, NY, United States
Frequently asked questions
Who runs investment decisions at AllSquare Wealth Management?
No named principals are publicly available. The firm's website does not list a founder, CEO, CIO, or investment committee, and no LinkedIn profile has been captured in the Altss record.
How does AllSquare Wealth Management source deal flow?
Sourcing methodology is not disclosed. Without a public track record of direct investments, fund commitments, or co-investments alongside external GPs, the firm's access points remain unobservable.
Is AllSquare Wealth Management structured as a single-family office?
The firm describes itself as a wealth manager but does not specify whether it serves a single family, multiple families, or a broader client base. No regulatory filings or public disclosures clarify the ownership structure.
What investment stages or asset classes does AllSquare Wealth Management target?
No asset-class allocation or stage preference is publicly reported. The firm has not published any strategy documentation, manager letters, or portfolio commentary.
Does AllSquare Wealth Management maintain any known philanthropic structures?
No foundation, donor-advised fund, or philanthropic vehicle has been linked to AllSquare Wealth Management in the public record.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: