Asset ManagerRIA · CRD 294355SEC-Registered

Updated:

North Square Investments

North Square Investments is a multi-boutique asset management platform dedicated to bringing differentiated active investment strategies to the marketplace.

North Square Investments

North Square Investments is a multi-boutique asset management platform dedicated to bringing differentiated active investment strategies to the marketplace. Its focus is to source, develop and deliver institutional quality, active investment products primarily for high net worth and retail investors through relationships with financial consultants and advisors. The firm affiliates with investment teams and boutique money managers specializing in niche asset classes, packaging solutions ranging from alternative investments to specialty strategies.

General information

Firm type

Asset Manager

Year founded

2019

Location

Region

North America

Country

United States

City

Chicago

Corporate office

Chicago, IL, United States

Principals

Brad Thompson

Author of 'Active Insights'

Sector focus

Alternative InvestmentsFixed Income

Frequently asked questions

Who makes investment decisions at North Square Investments?

North Square does not publicly disclose a named CIO or investment committee. The firm functions as a platform that selects external asset managers; each manager operates independently with its own investment team. Brad Thompson, an author of the firm's 'Active Insights' blog, provides market commentary but is not identified as a key investment decision-maker.

How does North Square source proprietary deal flow?

North Square identifies niche institutional asset managers with proven track records and research-intensive processes. The firm seeks strategies that can provide alpha and diversification, but it does not describe a proprietary deal sourcing mechanism. Its model is to select from third-party managers rather than originate deals directly.

Which sectors does North Square explicitly avoid?

North Square does not disclose any sector exclusion policy on its website. The firm's platform offers strategies across alternatives and fixed income but does not name sectors it systematically avoids.

What is North Square's known posture on co-investments alongside external GPs?

North Square does not mention co-investments in public materials. The platform provides access to strategies offered by third-party managers, but the firm does not indicate an active co-investment program with external GPs.

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