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| Independence Square Holdings LLC
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|---|---|
| CRD # | 300139 |
| SEC # | 801-116750 |
| CIK # | 0001994569 |
| AUM | 1,834.0 M (2026-03-06) |
| Employees | 37 (100% Investors, 81% Brokers) |
| Phone | 610-520-1500 |
| Address | 150 South Warner Road King of Prussia, PA 19406 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,541 | 363.2 |
| (b) Individuals (high net worth individuals) | 1,080 | 1,450.6 |
| (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 | 13 | 11.7 |
| (h) Charitable organizations | 7 | 5.1 |
| (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 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,648 | 1,834.0 |
| By Discretionary | ||
| Discretionary | 2,647 | 1,833.2 |
| Non-Discretionary | 1 | 0.7 |
| Total | 2,648 | 1,834.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,834.0 | |
| Total | 2,648 | 1,834.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 51 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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Greenwood Capital Associates LLC
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|
Kaiser Partner Financial Advisors Ltd
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1,764.8 M | |
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