Chief Compliance Officer · I Squared Capital Advisors (US) LLC
Lisa M. Fleischman
CRD 7082967 · Named on Form ADV at 2 SEC-registered advisers
At a glance
I Squared Capital Advisors (US) LLC, an SEC-registered private fund adviser based in Miami, FL with $60.1 billion in regulatory assets, lists Lisa M. Fleischman on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Lisa at 1 other registered adviser.
Firms and roles
- I Squared Capital Advisors (US) LLCChief Compliance OfficerPrivate fund adviser · Miami, FL · $60B in regulatory assets
- ISQ Openinfra Registered Advisor LLCChief Compliance OfficerPrivate fund adviser · Miami, FL · $348M in regulatory assets
AtlasMembers
Lisa’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Sadek M. WahbaChairman and Managing Partner, I Squared Capital Advisors (US) LLC
- Gautam N. BhandariManaging Partner, I Squared Capital Advisors (US) LLC
- Dominic L. SpiriChief Financial Officer, I Squared Capital Advisors (US) LLC
- Patricia M. Menendez - CamboGeneral Counsel, I Squared Capital Advisors (US) LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.