Advisor at S Squared Advisors LLC
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Firm
S Squared Advisors LLC
Location
Austin, TX 78701
Credentials
Series 65
Industry experience
13 years
Christopher Angelo is a financial advisor at S Squared Advisors LLC in Austin, TX, holding a Series 65 designation with 13 years of industry experience. He has worked at S Squared Advisors since 2016 and previously spent four years at Kappa Asset Management LLC. S Squared Advisors provides discretionary investment management to individuals, trusts, and family-office entities, managing approximately $70.5 million in client assets. The firm employs a bottom-up, multi-stage multi-factor ranking methodology to construct diversified portfolios and utilizes a range of strategies including long-only, hedged, macro-tactical, and multi-asset allocations.
Based on S Squared Advisors LLC
1.5% annually
20% of certain client profits subject to a high water mark for clients utilizing Hedged strategy
706 Guadalupe Street
Austin, TX 78701
Texas
S Squared Advisors LLC
2016 - Present (10 years)
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