JL SQUARED GROUP, LLC
Total AUM
$236.7M
Employees
2Clients
6Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2929 WALNUT STREET
SUITE 1550
PHILADELPHIA
PA 19104-2864
United States
SUITE 1550
PHILADELPHIA
PA 19104-2864
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
215-609-3443
Financials
Total AUM
$236.7M
Accounts
12Discretionary
$236.7M
Accounts
12Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
4AUM
$17.3M
Pooled Vehicle Clients
2AUM
$219.5M
Services
Services Offered
Advisor / Fund Manager SelectionPooled Vehicle Portfolio Management
Compensation Types
Charges Other Fee
Other Compensation
EXPENSE REIMBURSEMENT RECEIVED FROM THE LUBERT FAMILY
Compliance
Disclosures
None reported
State Registrations
DEPA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.