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Sqn Institutional LLC (New York)


Sqn Institutional LLC is a large advisory firm based in New York. It manages $152.4 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of New York.

Sqn Institutional provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sqn Institutional: assets under management

The assets under management (AUM) of Sqn Institutional LLC is $152.4 million. The firm's AUM has grown by 284% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sqn Institutional 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.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Michael Wayne Minnich Member 1 Jul 2010 75% - 100% 3236923
Richard Ronald Vecchiolla Member 1 Jul 2013 75% - 100% 1948625
Heather Quinn Molloy Member 1 Jul 2013 75% - 100% 2812189

Based in New York

The principal office where Sqn Institutional LLC performs its advisory services is located at 100 Wall Street, New York, NY 10005, 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 212-422-2166. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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