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TOWNSQUARE CAPITAL, LLC
CRD 288576File 801-110591
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$18.07B
Top 10% of cohort (national)
Discretionary AUM
$18.07B
Clients
96
58,181 accounts
Employees
53
Top 10% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 9, 2017
- Principal office
- TRAVERSE RIDGE CENTER II, 3450 TRIUMPH BOULEVARD, LEHI, UT, 84043
- Phone
- 385-375-8650
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $18.07B
- Discretionary AUM
- $18.07B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 58,181
- Non-discretionary accounts
- 0
- Total accounts
- 58,181
- AUM per client
- $188.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $328K |
| Other investment advisers | 76 | $18.02B |
| High net worth individuals | Fewer than 5 | $25.0M |
| Pooled investment vehicles | 2 | $18.7M |
| Individuals (other than high net worth individuals) | 18 | $3.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 25 | 53 | increased by28 |
| Apr 1, 2026 | Clients | 84 | 96 | increased by12 |
| Apr 1, 2026 | AUM | $14,989,060,522 | $18,072,280,303 | increased by$3,083,219,781 |
| Apr 1, 2026 | Accounts | 50,715 | 58,181 | increased by7,466 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 84 | 25 | decreased by59 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4,769 | 84 | decreased by4,685 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,016,244,124 | $14,989,060,522 | increased by$8,972,816,398 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 21,605 | 50,715 | increased by29,110 |
| Apr 1, 2022 | Employees | 90 | 84 | decreased by6 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 7,590 | 4,769 | decreased by2,821 |
| Apr 1, 2022 | AUM | $3,609,502,524 | $6,016,244,124 | increased by$2,406,741,600 |
| Apr 1, 2022 | Accounts | 7,563 | 21,605 | increased by14,042 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TOWNSQUARE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TOWNSQUARE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.