COURT SQUARE CAPITAL

RIASEC RegisteredEst. 2012
Total AUM
$10.1B
Discretionary
$10.1B
100% of AUM
Avg account
$306M
Accounts
33
Employees
61
Advisory reps
11

Firm details

Headquarters
New York, New York
CRD number
156776
Registered since
March 20, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

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Overview

Court Square Capital is structured as a limited partnership that runs pooled private equity vehicles for institutional investors. The firm is SEC-registered (since 2012) and positions itself primarily as a manager and sponsor of closed-end private equity funds, acting in sponsor, general partner and managing-member roles for the vehicles it controls. Its client base consists of institutional investors, and its compensation combines a percentage-of-assets fee with performance-based fees characteristic of carried interest arrangements. The firm reports being an active ESG investor, and its advisory activity centers on portfolio management for pooled investment vehicles rather than separate account management. Court Square is presented as a single domestic entity/individual ownership type and does not characterize itself as a multi-state or newly formed adviser.

Assets & Accounts

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

Owners & executives

1 of 1
  • JEFFREY ALT

    Chief Financial OfficerCRD 3142061

Contacts

3 of 10
  • MICHAEL DELANEY

    Co-FounderCRD 6026691

  • CHRISTOPHER BLOISE

    President & Managing PartnerCRD 2772528

  • DAVID THOMAS

    Co-Founder & Senior PartnerCRD 6026722

Unlock 7 more contacts

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
299 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth