North Square Again Named One of Chicagos 25 Largest Money Managers
Summary
"North Square experienced an 8.7% increase in assets under management, boosted by our fourth consecutive year of positive and growing retail flows," he said. "And yet as we moved forward with these important initiatives, I am proud and grateful that our North Square and CS McKee colleagues continued to give back to the community with volunteer work and charity engagement. We look forward to continuing to build and expand our multi-boutique platform and product suite, because we are confident we have the right people, resources, technology and subadvisory relationships in place to foster future growth," he said. North Square has an experienced senior management team comprised of seasoned professionals, a board composed of industry veterans including John Amboian, Neil Cummins and Brian Gaffney, and is backed by Estancia Capital Partners. North Square also has ownership interests (majority and minority, respectively) in the distinctly branded firms of CS McKee (approximately $9.18B AUM) and Oak Ridge Investments ($1.61B AUA) with collective assets under management and advisement, together with North Square, of $12.26 billion as of March 31, 2024.