Newsquare Capital, LLC
Firm details
- Headquarters
- Newtown Square, Pennsylvania
- CRD number
- 152430
- Registered since
- January 11, 2010
- Website
- www.newsquarecapital.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI59%
- Individuals38.08%
- Pension & Profit Sharing Plans1.55%
- Corporations / Businesses0.95%
- Charitable Organizations0.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Newsquare Capital, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2010. The firm serves a mix of individual and family clients as well as institutions, operating under a fee model that blends percentage-of-AUM billing with fixed-fee engagements. Its advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and institutions, along with pension consulting services. Newsquare does not position itself as a direct capital allocator and reports that it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities65%
- US Government Bonds13%
- State & Local Bonds9%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents6%
Owners & executives
2 of 2
Matthew Wilson
Chief Compliance OfficerCRD 4244570
Joseph Rizzello
CEO and ChairmanCRD 836780
Contacts
3 of 7
Tyler Pugliese
DirectorCRD 6783954
Ryan Kirk
Portfolio ManagerCRD 5687229
Christy Hart
Director of OperationsCRD 5252130
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$967M in ETFs
96%
$926M
4%
$41.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $117M | 364,503 | 12.09% |
Location
Newtown Square, PA
Delaware
Location
Newtown Square, PA
Headquartered in Newtown Square, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 16 Campus Blvd
- Time zone
- ET (UTC-5)
- Office locations
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