Skip to main content

NEWSQUARE CAPITAL, LLC

SEC Form ADV profile.

Total regulatory AUM
$2,392,742,156
Discretionary
$2,392,742,156
Non-discretionary
$0

Firm details

CRD number
152430
SEC file number
801-70908
Main office
NEWTOWN SQUARE, PA, United States
Employees
21
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.