WASHINGTON SQUARE CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 150335
- Registered since
- May 8, 2015
- Website
- www.wsqcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.08%
- Individuals8.92%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Washington Square Capital Management LLC is an independent, owner-operated registered investment adviser that provides advisory services to individuals and families. The firm focuses on financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include both asset-based (percentage of AUM) and fixed-fee engagements. The adviser was SEC-registered in 2015 and does not identify as an active ESG investor or a capital allocator to in-house strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities28%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
Contacts
2 of 2LOUIS BERGER
Principal and Co-FounderCRD 5265166
SUBIR GREWAL
Co-FounderCRD 5135856
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 250 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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