Overview
Assets Under Management: $8.8 billion
Headquarters: PROVO, UT
Frequently Asked Questions
TOWNSQUARE CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288576), TOWNSQUARE CAPITAL, LLC is subject to fiduciary duty under federal law.
TOWNSQUARE CAPITAL, LLC is headquartered in PROVO, UT.
According to their SEC Form ADV, TOWNSQUARE CAPITAL, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
TOWNSQUARE CAPITAL, LLC manages $8.8 billion in client assets according to their SEC filing dated September 24, 2024.
According to their SEC Form ADV, TOWNSQUARE CAPITAL, LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.06%
Total Client Accounts: 33,539
Discretionary Accounts: 33,539
Regulatory Filings
CRD Number: 288576
Filing ID: 1903149
Last Filing Date: 2024-09-24 09:16:00