TOWNSQUARE CAPITAL, LLC
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
FINTRXOverview
Townsquare Capital, LLC is a limited liability company registered with the SEC in 2017 and organized as a private equity fund. The firm serves both high-net-worth individuals and families as well as institutional clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory activities include portfolio management for individuals and small businesses, management of pooled investment vehicles, institutional portfolio management, pension consulting services, and selection of other advisers. The firm is not identified as an active ESG investor and does not present itself as a multi-state adviser. Industry affiliations listed for the firm include broker-dealer relationships, other registered investment adviser activity, and an affiliation with a trust company.
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
- Exchange Traded Equities43%
- Public Funds/Mutual Funds36%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents7%
- Other3%
Owners & executives
3 of 4Mark Mayo
CFOCRD 7989584
NATALIE WOLFSEN
Chief Executive OfficerCRD 3228035
CODY ULLAND
OCIO, Business Development ConsultantCRD 6559743
Contacts
3 of 19WILLIAM YARBENET
AnalystCRD 6528347
CHRISTOPHER HEDQUIST
Senior Portfolio StrategistCRD 2269700
RYAN FREITAS
Investment Advisor RepresentativeCRD 5143345
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 153Active vs passive
$335M in ETFs
66%
$220M
31%
$115M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PGIM AAA CLO ETF (PAAA) | PGIM | Active | Ultrashort Bond | $62M | 1,210,899 | 18.48% |
Location
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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