Assets Under Management
$3.2B
Number of Clients
467
Number of Advisors
4
Average Client AUM
$6.8M
AUM per Advisor
$792.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Ducenta Squared Asset Management offers investment management services, specializing in core, core plus, high yield, and bank loan strategies. The firm's investment policy and strategy are developed by the Investment Policy and Strategy Committee (IPSC). Portfolio management includes monitoring, trade execution, and security selection.
This brochure supplement does not contain fee information for individual clients. It primarily discusses the background and experience of Tim Torline and Ryan O'Malley. The document mentions fees paid by Merrill Lynch in connection with ERISA programs, but does not detail fees for direct clients.
555 W. 5th Street, Suite 3700, Los Angeles, CA, 90013-1082