Investment adviser · CRD 288576
TOWNSQUARE CAPITAL, LLC
Investment adviser filing (IA)
LEHI, UT, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $18.1B Form ADV · Item 5.F
- Client accounts
- 58,181 Accounts, not individual clients
- Employees
- 53 Reported in this filing
- Advisory professionals
- 17 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 76 | $18,024,991,498 | 99.7% |
| High-net-worth individuals | Fewer than 5 | $24,967,150 | 0.1% |
| Pooled investment vehicles | 2 | $18,691,881 | 0.1% |
| Individuals | 18 | $3,302,192 | 0.0% |
| Corporations & businesses | Fewer than 5 | $327,582 | 0.0% |
Filing source
Form ADV 2078442 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
TRAVERSE RIDGE CENTER II, 3450 TRIUMPH BOULEVARDLEHI, UT, 84043, United States
CRD 288576
Filing source
Form ADV 2078442 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.