Overview
Assets Under Management: $90 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 20
Average Client Assets: $4.1 million
Frequently Asked Questions
WASHINGTON SQUARE CAPITAL MANAGEMENT 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 #150335), WASHINGTON SQUARE CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
WASHINGTON SQUARE CAPITAL MANAGEMENT LLC is headquartered in NEW YORK, NY.
WASHINGTON SQUARE CAPITAL MANAGEMENT LLC serves 20 high-net-worth clients according to their SEC filing dated January 24, 2026. View client details ↓
According to their SEC Form ADV, WASHINGTON SQUARE CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WASHINGTON SQUARE CAPITAL MANAGEMENT LLC manages $90 million in client assets according to their SEC filing dated January 24, 2026.
According to their SEC Form ADV, WASHINGTON SQUARE CAPITAL MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.08%
Average Client Assets: $4.1 million
Total Client Accounts: 142
Discretionary Accounts: 131
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 150335
Filing ID: 2042876
Last Filing Date: 2026-01-24 16:19:34