Townsquare Capital, LLC

RIASEC RegisteredEst. 2017
Total AUM
$18.1B
Discretionary
$18.1B
100% of AUM
Avg account
$311K
Accounts
58,181
Employees
53
Advisory reps
25

Firm details

Headquarters
Lehi, Utah
CRD number
288576
Registered since
June 9, 2017
Website
www.townsquarecapital.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Other Investment Advisers99.74%
  • HNWI0.14%
  • Pooled Investment Vehicles0.1%
  • Individuals0.02%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Townsquare Capital, LLC is an SEC-registered limited liability company that operates as a private equity–focused investment adviser. Registered in 2017, the firm serves both individual and family clients as well as institutional investors. Its compensation model combines asset-based fees and fixed fees. Core advisory services include discretionary portfolio management for individuals, pooled vehicles and institutions, selection of other advisers, and pension consulting support. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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 43%, Public Funds/Mutual Funds 36%, Investment Grade Corp Bonds 7%, Cash & Cash Equivalents 7%, Other 3%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Private Funds 1%43%
  • Exchange Traded Equities43%
  • Public Funds/Mutual Funds36%
  • Investment Grade Corp Bonds7%
  • Cash & Cash Equivalents7%
  • Other3%

Owners & executives

3 of 5

  • Mark Mayo

    CFOCRD 7989584

  • Natalie Wolfsen

    Natalie Wolfsen

    Chief Executive OfficerCRD 3228035

  • Brian Quick

    Brian Quick

    OCIO, Business Development ConsultantCRD 7376455

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Contacts

3 of 20

  • William Yarbenet

    AnalystCRD 6528347

  • Christopher Hedquist

    Christopher Hedquist

    Senior Portfolio StrategistCRD 2269700

  • Ryan Freitas

    Investment Advisor RepresentativeCRD 5143345

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 163

Active vs passive

$394M in ETFs

Passive

68%

$268M

Active

28%

$125M

ETFProviderStyleCategoryValueShares% of portfolio
PGIM AAA CLO ETF (PAAA)PGIMActiveUltrashort Bond$56.3M1,098,90814.32%
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Location

Primary office

Lehi, UT

Utah

Location

Lehi, UT

Headquartered in Lehi, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Utah
Address
Ii Triumph Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth