F Squared Capital, LLC (Wellesley)


F Squared Capital, LLC is a large advisory firm based in Wellesley. It manages $2.07 billion of regulatory assets for 9,600 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

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F Squared Capital provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

F Squared Capital: assets under management

The assets under management (AUM) of F Squared Capital, LLC is $2.07 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 632% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.07 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $215.13 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay F Squared Capital, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at F Squared Capital, LLC

Sharon French has been acting as President since 1 Jun 2013. Ann Marie Swanson joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Deborah Lee Deskavich Coo, cfo 1 Jun 2009 Other 2332639
Llc F Squared Investment Management Member 1 Jul 2010 75% - 100% 30-0639247
Deborah Lee Deskavich Coo, cfo 1 Sep 2010 Other 2332639
Deborah Lee Deskavich Chief operating officer 1 Feb 2013 Other 2332639
Howard Brian Present Chief executive officer 1 Feb 2013 Other 5507617
Llc F Squared Investment Management Owner 1 Feb 2013 75% - 100% 30-0639247
Kara Janice Brown Chief compliance officer and counsel 1 Apr 2013 Other 5030561
Sharon French President 1 Jun 2013 Other 2360493
Betsy A Callahan Chief financial officer 1 Jul 2014 Other 4613503
Laura Peelle Dagan Chief executive officer and elected manager 1 Nov 2014 Other 2771328
Edward D'alelio Elected manager 1 Dec 2014 Other 6466262
Sharon French Chief distribution officer 1 Mar 2015 Other 2360493
James T Celico Chief investment solutions officer 1 Mar 2015 Other 2356996
Ann Marie Swanson Chief compliance officer 1 Jul 2015 Other 4684405
David Nester Phelps Chief restructuring officer 1 Jul 2015 Other 6529246

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Stephen J Ricci Elected manager 1 Dec 2009 Other 5832357
George Duncan Mcclelland Manager 1 Jul 2010 Other 4381361
Howard Brian Present Manager 1 Jul 2010 Other 5507617
Thomas Frederick Mann Elected manager 1 Jul 2011 Other 1624771
Laura Peelle Dagan Elected manager 1 Nov 2011 Other 2771328

Based in Wellesley

The principal office where F Squared Capital, LLC performs its advisory services is located at 80 William Street, Wellesley, MA 02481, which is also the mailing address of the firm. An additional office of the firm is in Ewing, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-772-2777 or by fax 781-772-2780. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at f-squaredcapital.com.