P-squared Capital Management

P-squared Capital Management (CRD# 125794) is a financial advisory firm headquartered in , . They manage $44,718,447 in 46 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $972,140
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NY

Financial Advisors at P-squared Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
Joseph L. Pellegrino
CRD#: 1376842
Greenwich, CT
90
Wealthminder
score

Joseph Pellegrino (CRD# 1376842) is an Investment Advisor Representative working at P-squared Capital Management in Greenwich, CT and has 1 year of experience in the finance industry.

2
Jonathan D. Herzog
CRD#: 6325997
Greenwich, CT
88
Wealthminder
score

Jonathan Herzog (CRD# 6325997) is an Investment Advisor Representative working at P-squared Capital Management in Greenwich, CT and has over 2 years of experience in the finance industry.

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