S Squared Capital Ii Management, LLC (New York)


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.