TIMESSQUARE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2004
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 SEC-registered investment adviser that manages discretionary portfolios for individuals, families, pooled vehicles and institutions. The firm charges a combination of asset-based fees and performance-based fees and identifies itself as an active ESG investor. Its advisory activities include portfolio management for individuals and small businesses, investment companies, pooled investment vehicles and other business or institutional clients. Regulatory affiliations listed for the firm include roles as a broker-dealer affiliate or counterparty, other investment adviser relationships, CPO/CTA activity, and sponsorship or general partner responsibilities for pooled 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

3 of 4
  • GRANT BABYAK

    CEO & Portfolio ManagerCRD 2336012

  • JACQUELINE KEPPLE

    Chief Financial OfficerCRD 5164042

  • Preeti Kohli

    Chief Compliance OfficerCRD 5328076

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Contacts

3 of 4
  • JEFFREY BRAEMER

    PartnerCRD 4545660

  • JOSHUA BISCHOFF

    Founding PartnerCRD 2877536

  • DAVID FERREIRO

    Partner, Portfolio ManagerCRD 5373466

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 2

Active vs passive

$38.8M in ETFs

Passive

5%

$1.9M

Active

0%

$37M

ETFProviderStyleCategoryValueShares% of portfolio
TIMESSQUARE QUALITY MID CAP GROWTH ETF (TSCM)$37M2,056,70095.15%

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