Updated:
North Square Investments
North Square Investments is an SEC-registered investment adviser in Chicago, IL, registered since 2019. The firm manages approximately $3.2 billion in...
North Square Investments
North Square Investments is an SEC-registered investment adviser in Chicago, IL, registered since 2019. The firm manages approximately $3.2 billion in regulatory assets. It has 27 employees.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, IL, United States
Principals
Brad Thompson
Author of 'Active Insights'
Sector focus
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.
Is North Square structured as a single family office or a multi-family office?
Neither. North Square is structured as a multi-boutique asset management platform registered as an investment advisor. It does not manage wealth for a single family or a network of families. Instead, it distributes strategies from independent asset managers to institutional and financial professional clients.
Does North Square participate in fund commitments or only direct deals?
North Square does not commit capital to external funds directly. It offers exposure through its platform of strategies provided by external managers, which may include alternative investment funds, separate accounts, or specialty strategies. The firm curates these options for investors rather than making fund commitments itself.
What investment stages does North Square typically target?
North Square does not specify a target investment stage. Its platform includes alternative investments and specialty strategies that may span public and private markets, but the firm does not publicly disclose a focus on venture, growth, or buyout stages.
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.
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 family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: