Wilsquare Capital LLC

WILsquare Capital LLC is a registered investment adviser founded in 2015, specializing in acquiring and growing lower middle market companies in the Midwest and Southern U.S. The firm manages assets on a fully discretionary basis, primarily focusing on private equity investments in business services, manufacturing, distribution, and technology companies. WILsquare's investment strategy targets companies with enterprise values less than $100 million, typically investing $10 million to $25 million per portfolio company. The firm emphasizes consistency of performance and seeks companies with sustainable competitive advantages. WILsquare manages $165,921,794 in discretionary regulatory assets under management as of December 31, 2024. Clients are encouraged to read the firm's brochure for detailed fee structures, which may include management fees up to 2.00% per annum and performance fees up to 20%. The firm does not participate in wrap fee programs and does not accept compensation from the sale of securities. WILsquare exercises investment discretion for its clients and complies with custody rules by obtaining annual audits of each fund. The firm's professionals are prohibited from trading on material non-public information and may have personal investments in the funds they manage. WILsquare has established policies and procedures to ensure fair proxy voting practices if required.