S Squared Capital Ii Management, LLC (New York)

Name: S Squared Capital Ii Management, LLC
Address: 515 Madison Avenue, New York, NY, 10022 5474
Telephone: 212-421-2155

S Squared Capital Ii Management, LLC is a related adviser based in New York. It manages $6.4 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of New York.

S Squared Capital Ii Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

S Squared Capital Ii Management: assets under management

The assets under management (AUM) of S Squared Capital Ii Management, LLC is $6.4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.4 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay S Squared Capital Ii Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at S Squared Capital Ii Management, LLC

Seymour Lawrence Goldblatt has been acting as President since 1 Nov 2004. Scott A Daniels joined the executive team most recently as the Analyst.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Seymour Lawrence Goldblatt	President	1 Nov 2004	Other	1465627
Kenneth A Goldblatt	Managing member and chief compliance officer (a/o 11/2014)	1 Nov 2004	75% - 100%	4331981
Sheldon K Rubin	Chief operating officer and chief compliance officer	1 Nov 2004	Other	4331987
Donald David Rode	Member	1 Nov 2004	Other	1594076
Wesley Lawrence Golby	Analyst	1 Nov 2004	Other	2676232
Yi Ri	Analyst	1 Nov 2004	Other	4520187
Scott Wallace Searle	Analyst	1 Nov 2004	Other	2276840
John Paul Gravitt	Analyst	1 Nov 2004	Other	4009291
Wesley Lawrence Golby	Portfolio manager	1 Jan 2006	Other	2676232
Brian Michael Bizoza	Analyst	1 Jan 2006	Other	4010801
Scott A Daniels	Analyst	1 Apr 2008	Other	4341350

Based in New York

The principal office where S Squared Capital Ii Management, LLC performs its advisory services is located at 515 Madison Avenue, New York, NY 10022 5474, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-421-2155 or by fax 212-838-3783. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at ssquared.com.