Independence Square Holdings, LLC

Overview

Independence Square Holdings, LLC is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2019) and is owned by an individual. It serves both individual/family and institutional clients and operates as a capital allocator, directing client capital to external managers and product providers alongside in-house advisory services. Service offerings span financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and publication of periodicals or newsletters. The firm also conducts brokerage and insurance activities as a registered representative of a broker‑dealer and an insurance broker, and it sells other financial products. Its fee arrangements are varied — including AUM‑based fees, hourly and fixed fees, subscription models, commissions, and performance‑based fees — indicating flexibility in engagement models and the possibility of working with vehicles that carry incentive compensation. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices