TOWNSQUARE CAPITAL, LLC
Latest filing: Apr 03, 2025 (71 days ago)
AUM
$14,989,060,522
71% change vs. 1 year ago
149% change vs. 3 years ago
598% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
25
47% change vs. 1 year ago
-70% change vs. 3 years ago
-65% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
PROVO, UT
5314 RIVER RUN DRIVE, PROVO, UT, UNITED STATES, 84604
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $15.0 |
| Non-Discretionary | $0.0 |
| Total | $15.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $14.9 |
| Total | $15.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 24 | $0.0 |
| Average Individual AUM | $186,661 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 24 | $0.0 |
| Average Retail AUM | $1,292,981 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $8.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $15.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $14.9 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 41% | $6.1 |
| Equity Non-Exch | 2% | $0.3 |
| Govt Agency | 2% | $0.3 |
| Municipal | 2% | $0.3 |
| Sovereign | 0% | $0.0 |
| IG Credit | 7% | $1.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 34% | $5.1 |
| Other Pools | 1% | $0.1 |
| Cash | 7% | $1.0 |
| Other | 3% | $0.4 |
| Total | 99% | $14.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| ORION PORTFOLIO SOLUTIONS, LLC | $57.7 | 107975 | |
| CONSTELLATION TRUST COMPANY | $0.0 | trust company | - |
| TOWNSQUARE WTI OPPORTUNITY I, LLC | $0.0 | - | |
| TOWNSQUARE SUNDANCE BAY OPPORTUNITY I, LLC | $0.0 | - | |
| BRINKER CAPITAL SECURITIES, LLC | $0.0 | broker-dealer | 38123 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
23 active
| Name | Title |
|---|---|
| BEACH, KYLEE, MARIE | CHIEF LEGAL OFFICER/SECRETARY |
| CLARKE, ERIC, REESE | ELECTED MANAGER |
| BURNS, MICHAEL, ROY | ELECTED MANAGER |
| CROCKETT, TODD, RICHARD | ELECTED MANAGER |
| RAMAKRISHNAN, SIDDHARTH | ELECTED MANAGER |
| SALEWSKI, ANTHONY, JON | ELECTED MANAGER |
| BEAMAN, NOREEN, DARCY | ELECTED MANAGER |
| HARDWICK, LORI, TOPE | ELECTED MANAGER |
| BAUM, JONATHAN, RUSSELL | ELECTED MANAGER |
| MCLAUGHLIN, BRIAN, THOMAS | ELECTED MANAGER |
| GOLDMAN, CHARLES, GEORGE | ELECTED MANAGER |
| FOLKER, MICHAEL, JAMES | PRESIDENT |
| AUDRAIN, MARK, ANDREW | CHIEF COMPLIANCE OFFICER |
| WOLFSEN, NATALIE, GRACE | ELECTED MANAGER |
ADVDB.CO • SOURCE: SEC
Representatives
16 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JOSHUA FLADE | PROVO | UT | S65|2019-01-18 | ||||||
| ERICA WEST | PROVO | UT | S63|2015-11-30|S65|2023-10-29 | ||||||
| TYSON WALKER | PROVO | UT | S63|2015-07-20|S65|2020-05-19 | ||||||
| XAVIER DESFORGES | PROVO | UT | S65|2014-08-18 | ||||||
| TAYLOR ACEVEDO | PROVO | UT | S65|2022-05-09 | ||||||
| WILLIAM YARBENET | PROVO | UT | S65|2023-05-30 | ||||||
| CHRISTOPHER HEDQUIST | PROVO | UT | S63|1992-09-22|S65|1992-10-05 | CERTIFIED FINANCIAL PLANNER | |||||
| BRIAN HALEY | PROVO | UT | S65|2020-08-26 | ||||||
| MICHAEL FOLKER | PROVO | UT | S65|2013-07-30|S63|2016-02-16 | ||||||
| BRANDON PETTERSON | PROVO | UT | S65|2020-05-15 | ||||||
| JEFFREY REID | PROVO | UT | S63|2003-04-29|S66|2005-03-31 | CERTIFIED FINANCIAL PLANNER | |||||
| TRENTON LAPORTE | PROVO | UT | S65|2016-04-01 | ||||||
| BRADY WEBB | PROVO | UT | S65|2015-04-21 | ||||||
| MONICA BUCCIARELLI | PROVO | UT | S63|2006-11-17|S65|2016-03-11 | CHARTERED FINANCIAL ANALYST | |||||
| MARK REYERSON | PROVO | UT | S63|2012-01-26|S65|2002-08-22 | ||||||
| IAN ROSE | PROVO | UT | S65|2023-07-12 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $15.0 | $0.0 | 0% | 25 | 0 | 0% |
| 2025-04-21 | $15.0 | $0.0 | 0% | 25 | 0 | 0% |
| 2024-04-02 | $8.8 | $6.2 | 71% | 17 | 8 | 47% |
| 2023-04-04 | $6.2 | $8.7 | 140% | 89 | -64 | -72% |
| 2022-04-01 | $6.0 | $9.0 | 149% | 84 | -59 | -70% |
| 2021-04-05 | $3.6 | $11.4 | 315% | 90 | -65 | -72% |
| 2020-04-01 | $2.1 | $12.8 | 598% | 72 | -47 | -65% |
| 2019-04-01 | $1.1 | $13.9 | 1290% | 49 | -24 | -49% |
| 2018-04-02 | $0.4 | $14.6 | 4183% | 12 | 13 | 108% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| UT, AK-05/17/2021, AL-04/03/2025, AR-04/03/2025, AZ-12/10/2018, CA-10/27/2017, CO-03/26/2018, CT-12/10/2018, DC-04/03/2025, DE-04/03/2025, FL-12/10/2018, GA-01/03/2020, HI-12/10/2018, IA-01/06/2021, ID-06/09/2017, IL-04/24/2018, IN-08/12/2020, KS-12/10/2018, KY-12/10/2018, LA-12/10/2018, MA-05/17/2021, MD-10/18/2019, ME-05/17/2021, MI-12/10/2018, MN-01/06/2021, MO-12/10/2018, MS-04/03/2025, MT-10/18/2019, NC-12/10/2018, ND-04/03/2025, NE-12/10/2018, NH-04/03/2025, NJ-04/03/2025, NM-12/10/2018, NV-04/24/2018, NY-12/10/2018, OH-10/18/2019, OK-04/03/2025, OR-12/10/2018, PA-04/03/2025, PR-04/03/2025, RI-04/03/2025, SC-12/10/2018, SD-08/12/2020, TN-01/03/2020, TX-12/07/2017, UT-06/09/2017, VA-12/10/2018, VI-04/03/2025, VT-04/03/2025, WA-04/24/2018, WI-04/03/2025, WV-04/03/2025, WY-04/03/2025 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV