Timessquare Capital Management, LLC

RIASEC Registered
Total AUM
$7.9B
Discretionary
$7.9B
100% of AUM
Avg account
$155M
Accounts
51
Employees
41
Advisory reps
8

Firm details

Headquarters
New York, New York
CRD number
132694
Registered since
September 10, 2004
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles31.3%
  • Investment Companies31.16%
  • State / Municipal Government15.93%
  • Pension & Profit Sharing Plans12.86%
  • Charitable Organizations8.19%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Timessquare Capital Management, LLC is an institutional registered investment adviser that has been SEC-registered since 2004. The firm serves high-net-worth individuals, families and institutional clients, offering discretionary portfolio management across separate accounts, pooled vehicles and investment companies. Its client-fee mix combines an asset-based fee with performance-based fee arrangements. Timessquare reports being an active ESG investor and lists advisory activities that include portfolio management for individuals/small businesses, pooled investment vehicles, investment companies and other institutions. The firm maintains industry relationships beyond pure advisory work: filings indicate affiliations with a broker-dealer, other investment advisers, CPO/CTA activity, and roles as sponsor or general partner of pooled investment vehicles and limited partnerships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$44.7M in ETFs

Passive

0%

$0

Active

0%

$44.7M

ETFProviderStyleCategoryValueShares% of portfolio
TIMESSQUARE QUALITY MID CAP GROWTH ETF (TSCM)$44.7M2,105,100100.00%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
75 Rockefeller Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth