WILSQUARE CAPITAL LLC
Adviser information for WILSQUARE CAPITAL LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $181.0M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $181.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $181.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
THREE CITY PLACE DRIVESUITE 1090
ST. LOUIS
MO
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 314-925-7650, Fax: None
Chief Compliance Officer
KATHY A. KRISTOF-CHAPMAN
CONTROLLER
THREE CITY PLACE DRIVE
SUITE 1090
ST. LOUIS
MO
United States
Tel:
314-384-3818
K*******@************M
(Full email address available in API data)
Regulatory Contact
WILLIAM L. WILLHITE
MANAGING PARTNER
THREE CITYPLACE DRIVE
SUITE 1090
ST. LOUIS
MO
United States
Tel:
314-925-7650
B********@************M
(Full email address available in API data)
Industry Affiliates
| WILSQUARE GP I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WILSQUARE GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| WILSQUARE CAPITAL PARTNERS FUND I, L.P. | Private Equity Fund | $2.2M | $0.0M | 5 |
| WILSQUARE CAPITAL PARTNERS FUND II, L.P. | Private Equity Fund | $127.5M | $0.0M | 43 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WILMSEN, JAMES, GREGORY | Individual | – | PARTNER | 05/2015 | 25-50% |
| WILLHITE, WILLIAM, LEE | Individual | – | MANAGING PARTNER | 05/2015 | 50-75% |
| KRISTOF-CHAPMAN, KATHY, ANN | Individual | – | CHIEF COMPLIANCE OFFICER & CONTROLLER | 02/2017 | < 5% |