|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Independence Square Holdings LLC
✚
|
|
|---|---|
| CRD # | 300139 |
| SEC # | 801-116750 |
| CIK # | 0001994569 |
| AUM | $1.5 B (2025-03-31) |
| Employees | 37 (100% Investors, 81% Brokers) |
| Phone | 610-520-1500 |
| Address | 150 South Warner Road King of Prussia, PA 19406 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,435 | 286.4 |
| (b) Individuals (high net worth individuals) | 1,058 | 1,183.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 10.3 |
| (h) Charitable organizations | 7 | 4.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,985 | 1,488.0 |
| By Discretionary | ||
| Discretionary | 3,982 | 1,487.4 |
| Non-Discretionary | 3 | 0.6 |
| Total | 3,985 | 1,488.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,488.0 | |
| Total | 3,985 | 1,488.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Weatherly Asset Management LP
✚
|
CA | 1.5 |
|
Analyst Portfolio Management Ltd
✚
|
1.5 | |
|
M Financial Asset Management Inc
✚
|
OR | 1.5 |
|
SHP Wealth Management LLC
✚
|
MA | 1.5 |
|
Cary Street Partners Asset Management LLC
✚
|
VA | 1.5 |
|
Clearwater Capital Advisors LLC
✚
|
IL | 1.5 |
|
Annis Gardner Whiting Capital Advisors LLC
✚
|
FL | 1.5 |
|
HBW Advisory Services LLC
✚
|
CA | 1.5 |
|
ERN Financial LLC
✚
|
WI | 1.5 |
|
Clear Creek Financial Management LLC
✚
|
WA | 1.5 |