WASHINGTON SQUARE CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2015
Total AUM
$90.4M
Discretionary
$85.4M
94% of AUM
Avg account
$637K
Accounts
142
Employees
2
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
150335
Registered since
May 8, 2015
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 64%, Exchange Traded Equities 28%, State & Local Bonds 3%, Cash & Cash Equivalents 3%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%64%
  • Public Funds/Mutual Funds64%
  • Exchange Traded Equities28%
  • State & Local Bonds3%
  • Cash & Cash Equivalents3%
  • Investment Grade Corp Bonds1%

Contacts

2 of 2
  • LOUIS BERGER

    Principal and Co-FounderCRD 5265166

  • SUBIR GREWAL

    Co-FounderCRD 5135856

Wealth teams

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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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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
250 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth