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| Independence Square Holdings LLC
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| |
|---|---|
| CRD # | 300139 |
| SEC # | 801-116750 |
| CIK # | 0001994569 |
| AUM | $1.1 BB (2024-03-29) |
| Employees | 40 (100% Investors, 75% Brokers) |
| Phone | 610-520-1500 |
| Address | 150 South Warner Road King of Prussia, PA 19406 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,260 | 272.2 |
| (b) Individuals (high net worth individuals) | 906 | 857.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 11.4 |
| (h) Charitable organizations | 8 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,402 | 1,146.6 |
| By Discretionary | ||
| Discretionary | 3,402 | 1,146.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,402 | 1,146.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,146.6 | |
| Total | 3,402 | 1,146.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
SPC Financial Inc
✚
|
MD | 1.2 |
|
Bison Advisors LLC
✚
|
GA | 1.2 |
|
Annis Gardner Whiting Capital Advisors LLC
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|
FL | 1.2 |
|
BFSG LLC
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|
CA | 1.1 |
|
Ciccarelli Advisory Services Inc
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FL | 1.1 |
|
Pbmares Wealth Management LLC
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VA | 1.1 |
|
CGN Advisors LLC
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|
KS | 1.1 |
|
Seaview Investment Managers LLC
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|
FL | 1.1 |
|
HBW Advisory Services LLC
✚
|
CA | 1.1 |
|
Triune Financial Partners LLC
✚
|
KS | 1.1 |