TOWNSQUARE CAPITAL LLC

HTTP://WWW.BREVITYWEALTH.COM/ PROVO, UT Investment Advisor How do I update this listing?

Townsquare Capital is based out of Provo. Townsquare Capital is a large advisory firm with 151 clients and discretionary assets under management (AUM) of $65,000,000 (Form ADV from 2018-12-10). Their last reported 13F filing for Q4 2018 included $768,364,000 in managed 13F securities and a top 10 holdings concentration of 30.54%. Townsquare Capital's largest holding is SPDR S&P 500 Growth ETF with shares held of 1,098,494. Whalewisdom has at least 1 13F filings

Download 13F Summary to Excel Create Email Alert

12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.54%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

TOWNSQUARE CAPITAL, LLC
5314 RIVER RUN DRIVE SUITE 300
PROVO UT    84604
Country: United States

Business Phone: 385-375-8650
Fax: 385-375-8646
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: UT
Number of employees: 12
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities:
Total Number of Clients: 151
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

TOWNSQUARE CAPITAL, LLC

ownership team - last updated 2018-12-10
Name Title Start Date Direct/Indirect % Ownership
BROWN, KURT, HAROLD PRESIDENT 04/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALTA CAPITAL MANAGEMENT LLC PRINCIPAL indirect 2006-05-01
TOWNSQUARE CAPITAL, LLC PRESIDENT direct 2017-04-01
TOWNSQUARE CAPITAL, LLC MANAGING MEMBER direct 2017-04-01
TOWNSQUARE CAPITAL, LLC MANAGING MEMBER indirect 2017-06-01
FOLKER, MICHAEL, JAMES CHIEF COMPLIANCE OFFICER 04/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TOWNSQUARE CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2017-04-01
TOWNSQUARE CAPITAL, LLC MEMBER indirect 2017-06-01
FOUNDRY PARTNERS, LLC MANAGING MEMBER 06/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
TOWNSQUARE CAPITAL, LLC MANAGING MEMBER direct 2017-06-01
BROWN, KURT, HAROLD MANAGING MEMBER FOUNDRY PARTNERS, LLC 06/01/2017 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ALTA CAPITAL MANAGEMENT LLC PRINCIPAL indirect 2006-05-01
TOWNSQUARE CAPITAL, LLC PRESIDENT direct 2017-04-01
TOWNSQUARE CAPITAL, LLC MANAGING MEMBER direct 2017-04-01
TOWNSQUARE CAPITAL, LLC MANAGING MEMBER indirect 2017-06-01
FOLKER, MICHAEL, JAMES MEMBER FOUNDRY PARTNERS, LLC 06/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
TOWNSQUARE CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2017-04-01
TOWNSQUARE CAPITAL, LLC MEMBER indirect 2017-06-01

TOWNSQUARE CAPITAL, LLC

ownership team - last updated 2018-04-24
Name Title Start Date Direct/Indirect % Ownership
BROWN, KURT, HAROLD PRESIDENT 04/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALTA CAPITAL MANAGEMENT LLC PRINCIPAL indirect 2006-05-01
TOWNSQUARE CAPITAL, LLC PRESIDENT direct 2017-04-01
TOWNSQUARE CAPITAL, LLC MANAGING MEMBER direct 2017-04-01
TOWNSQUARE CAPITAL, LLC MANAGING MEMBER indirect 2017-06-01
FOLKER, MICHAEL, JAMES CHIEF COMPLIANCE OFFICER 04/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TOWNSQUARE CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2017-04-01
TOWNSQUARE CAPITAL, LLC MEMBER indirect 2017-06-01
FOUNDRY PARTNERS, LLC MANAGING MEMBER 06/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
TOWNSQUARE CAPITAL, LLC MANAGING MEMBER direct 2017-06-01
BROWN, KURT, HAROLD MANAGING MEMBER FOUNDRY PARTNERS, LLC 06/01/2017 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ALTA CAPITAL MANAGEMENT LLC PRINCIPAL indirect 2006-05-01
TOWNSQUARE CAPITAL, LLC PRESIDENT direct 2017-04-01
TOWNSQUARE CAPITAL, LLC MANAGING MEMBER direct 2017-04-01
TOWNSQUARE CAPITAL, LLC MANAGING MEMBER indirect 2017-06-01
FOLKER, MICHAEL, JAMES MEMBER FOUNDRY PARTNERS, LLC 06/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
TOWNSQUARE CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2017-04-01
TOWNSQUARE CAPITAL, LLC MEMBER indirect 2017-06-01

Elevate your investments