|
⚲
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| Newsquare Capital LLC
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|
|
|---|---|
| CRD # | 152430 |
| SEC # | 801-70908 |
| CIK # | 0001546989 |
| AUM | $2.4 B (2026-02-06) |
| Employees | 21 (29% Investors, 10% Brokers) |
| Phone | 610-325-6117 |
| Address | 16 Campus Boulevard Newtown Square, PA 19073-3229 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 14.6 | ||
| Nvidia Corp | 11.8 | ||
| International Business Machines Corp | 11.5 | ||
| Apple Inc | 10.8 | ||
| Seagate Technology PLC | 10.2 | ||
| CF Industries Holdings Inc | 9.1 | ||
| Toronto Dominion Bank | 8.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,900 | 0.9 |
| (b) Individuals (high net worth individuals) | 205 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 40 | 0.0 |
| (h) Charitable organizations | 21 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 30 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,168 | 2.4 |
| By Discretionary | ||
| Discretionary | 4,168 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,168 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 4,168 | 2.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001546989] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stonebridge Financial Group LLC
✚
|
MO | 2.4 |
|
Fulton Breakefield Broenniman LLC
✚
|
MD | 2.4 |
|
Capital Investment Advisory Services LLC
✚
|
NC | 2.4 |
|
Washington Trust Advisors Inc
✚
|
MA | 2.4 |
|
DDD Partners LLC
✚
|
WA | 2.4 |
|
GF International Investment Management Limited
✚
|
2.4 | |
|
Ratson Advisory LLC
✚
|
NY | 2.4 |
|
Swan Global Investments LLC
✚
|
CO | 2.4 |
|
Parsons Capital Management Inc
✚
|
RI | 2.4 |
|
Castle Rock Advisors LLC
✚
|
MA | 2.4 |