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| Newsquare Capital LLC
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|---|---|
| CRD # | 152430 |
| SEC # | 801-70908 |
| CIK # | 0001546989 |
| AUM | 2,392.7 M (2026-02-06) |
| Employees | 21 (29% Investors, 10% Brokers) |
| Fees | |
| Minimum | |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 85 |
| Serves | Institutional, Retail |
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|---|---|---|
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