|
⚲
|
| Newsquare Capital LLC
✚
|
|
|---|---|
| CRD # | 152430 |
| SEC # | 801-70908 |
| CIK # | 0001546989 |
| AUM | $1.9 B (2025-03-28) |
| Employees | 21 (29% Investors, 10% Brokers) |
| Phone | 610-325-6117 |
| Address | 16 Campus Boulevard Newtown Square, PA 19073-3229 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 25.7 | ||
| International Business Machines Corp | 18.4 | ||
| Roblox Corp | 12.6 | ||
| Nvidia Corp | 12.5 | ||
| Cummins Inc | 12.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,896 | 813.3 |
| (b) Individuals (high net worth individuals) | 170 | 1,052.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 43 | 28.0 |
| (h) Charitable organizations | 23 | 9.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 31 | 26.8 |
| (n) Other | 0 | 0.0 |
| Total | 3,752 | 1,930.8 |
| By Discretionary | ||
| Discretionary | 3,752 | 1,930.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,752 | 1,930.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,930.8 | |
| Total | 3,752 | 1,930.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001546989] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sigma Investment Counselors Inc
✚
|
MI | 1.9 |
|
Pinnacle Wealth Planning Services Inc
✚
|
OH | 1.9 |
|
Wealthquest Corporation
✚
|
OH | 1.9 |
|
Capital Investment Advisory Services LLC
✚
|
NC | 1.9 |
|
Arbion Limited
✚
|
1.9 | |
|
Neville Rodie & Shaw Inc
✚
|
NY | 1.9 |
|
Nadler Financial Group Inc
✚
|
IL | 1.9 |
|
Earned Wealth Advisors LLC
✚
|
CA | 1.9 |
|
EFG Asset Management Americas Corp
✚
|
FL | 1.9 |
|
Moneco Advisors LLC
✚
|
CT | 1.9 |