RIA · CRD 332268SEC-Registered

Updated:

Park Square Financial Group

PARK SQUARE FINANCIAL GROUP LLC is an SEC-registered investment adviser in ROSWELL, GA, registered since 2024. The firm manages approximately $219 million in...

Park Square Financial Group

PARK SQUARE FINANCIAL GROUP LLC is an SEC-registered investment adviser in ROSWELL, GA, registered since 2024. The firm manages approximately $219 million in regulatory assets. It has 5 employees and 4 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Roswell

Corporate office

New York, NY, United States

Frequently asked questions

What investment stages and sectors does Park Square Financial Group target?

The firm invests across private equity, venture capital, and real estate. Its private equity activity includes both growth-stage direct investments and fund commitments to external managers. Publicly available deal-level detail is limited, so a precise sector concentration cannot be confirmed.

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.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Roswell RIA profiles