K Squared Capital Ltd. is an adviser based in Escazu, San Jose. It manages $41.77 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of California.
K 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.
The assets under management (AUM) of K Squared Capital Ltd. is $41.77 million, all of which is managed in discretionary accounts. $41.77 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay K Squared Capital Ltd. 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.
The only and largest group of clients of K Squared Capital is high net worth individuals with 16 clients and $40.73 million of assets under management. Among the 4 most similar advisory firms, K Squared Capital has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $40.73 million for 16 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.
K Squared Capital doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Walter Richard Kissling Kriebel has served as the Chief Investment Officer since 1 Feb 2018 and Walter Kissling Jimenez is the Chief Executive Officer of K Squared Capital Ltd. family office.
The principal office where K Squared Capital Ltd. performs its advisory services is located at 300 Mts Oeste Del Novillo Alegre, Escazu, San Jose, 10203, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +506 6059-7490. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at ksquared.capital/.