Multi-Family OfficeRIA · CRD 152968

Updated:

G-SQUARED ADVISORY LLC

G-Squared Advisory LLC is an independent, Fee-Only financial planning and Registered Investment Advisory firm located in Westchester County, New York.

G-SQUARED ADVISORY LLC logo

G-SQUARED ADVISORY LLC

G-Squared Advisory LLC is an independent, Fee-Only financial planning and Registered Investment Advisory firm located in Westchester County, New York. They offer independent, comprehensive, objective and accessible financial advice to people of varied backgrounds and means, focusing primarily on women and couples. The firm is a member of the Garrett Planning Network, NAPFA and the Financial Planning Association of New York. They receive only fees paid directly by clients and no commissions or referral fees.

General information

Firm type

Multi Family Office

Location

Country

United States

City

Mamaroneck

Principals

Cindy Golub

CFP®, founding principal

Laurie Girsky

CFP®, founding principal

Frequently asked questions

Who runs investment decisions at G-Squared Advisory?

No named principals or investment professionals have been publicly identified for G-Squared Advisory LLC. The firm's leadership structure is not disclosed in public records or media sources, which is common for small or highly private family offices that operate without a public-facing team.

Does G-Squared Advisory participate in fund commitments or only direct deals?

It is not publicly known whether G-Squared Advisory commits to external funds, makes direct investments, or uses a hybrid approach. Multi-family offices commonly do both, depending on client objectives, but no specific structures—such as fund-of-funds, SPVs, or club deals—have been linked to this firm.

Which sectors does G-Squared Advisory typically target?

No sector preferences have been disclosed for G-Squared Advisory in public records or published interviews. The firm's investment universe is not visible, so sector focus areas like technology, real estate, or private credit remain unconfirmed.

What is G-Squared Advisory's known posture on co-investments alongside external GPs?

No public information exists on G-Squared Advisory's co-investment activity or its willingness to invest alongside external general partners. The firm's stance on co-investment terms, governance, or lead rights is not documented in any available source.

Profile maintained by 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.

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