$2.4B Total AUM
$2.4B Disc. AUM
25.3% 3Y CAGR
21 Employees
2,281 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- FocusCapital vertex +more
- Established Date
- 01-11-2010
- Office Locations
- 1
Office Locations
16 Campus Boulevard Suite 100 Newtown Square PA
About Newsquare Capital, LLC
NewSquare Capital is a Pennsylvania-based investment manager serving retail and institutional clients. It delivers disciplined, long-term investment solutions through a suite of strategies and publishes data-driven insights for investors. Public profile data suggests an ETF-oriented approach with meaningful fixed-income exposure—relevant for distribution teams looking for research-led portfolio management partners.
Team overview
53 AVG AGE
$398.8M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
7.3 yrs AVG TENURE
21 Employees
6 Advisory Reps
5 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Ember summit Focus focus Vital Focus momentum Signal Wave
Client Personas
Vertex Timber legacy
CRM
Bridge
Custodian
Harbor ridge Vector Horizon Catalyst Vertex Timber pioneer Glacier Alpha Zenith wave Alpha Crest Crest atlas Focus element
Fund Managers
Catalyst atlas
Investment Themes
Crest Crest delta
Investment Vehicles
Matrix legacy Insight
Platform
Timber momentum Legacy meridian
Services
Glacier wave Capital North Wave element Beacon Radial Legacy beacon
Technology
Ember Delta prime Momentum
Owner & Executives
J
JOSEPH VINCENT NASELLI SR
--
- CRD
- #344988
- Ownership
- 50% but less than 75%
(344) 226-6320
north.signal@focuscapital.com
in linkedin.com/in/vector-signal
C
CHRISTY LYNN HART
Advisor, DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
(794) 440-2173
alpha.insight@vitalcapital.com
in linkedin.com/in/quantum-radial
E
Eagle optima
Peak crest
- CRD
- #51273
- Ownership
- 36.6%
(259) 484-4291
vector.pathway@radialcapital.com
in linkedin.com/in/focus-element
Showing 2 of 5 owners & executives
Unlock allContacts
M
MIGUEL L BIAMON
Financial Advisor, General Partner
- CRD
- #3129143
(824) 511-2383
north.horizon@legacycapital.com
in linkedin.com/in/capital-element
T
TIMOTHY ANDREW CHISHOLM
Financial Advisor, General Partner
- CRD
- #2871455
(272) 790-6271
glacier.signal@catalystcapital.com
in linkedin.com/in/momentum-frontier
R
Ridge peak
Legacy foundation
- CRD
- #26199
(332) 594-5392
bridge.prime@crestcapital.com
in linkedin.com/in/pioneer-pioneer
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,392,742,156 | $574,074 |
| Non-Discretionary | $0 | -- |
| Total | $2,392,742,156 | $574,074 |
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Separately Managed Accounts
Total SMA Asset: $2,392,742,156
Equity - Exchange:
30.5% U.S. Government/Agency:
5.7% Municipal Bonds:
31.9% Corporate - Investment Grade:
11.8% Cash:
20.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,622,454,104 | 30.5% |
| U.S. Government/Agency | $490,097,980 | 5.7% |
| Municipal Bonds | $2,742,829,046 | 31.9% |
| Corporate - Investment Grade | $1,014,588,801 | 11.8% |
| Cash | $1,728,240,246 | 20.1% |
| Total | $8,598,210,177 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER ALPHA EMBER | CATALYST VITAL | WFEDI979G | XHOE | 1.80% | $46,435,657 |
| BRIDGE MERIDIAN | ZENITH OAK | NA5D8ZR1L | LPUCV | 1.91% | $118,648,626 |
| PIONEER MERIDIAN INSIGHT | UNISON LEGACY | OOZRS17OF | TGQV | 5.23% | $51,453,991 |
| PATHWAY ALPHA | MOMENTUM VALUE | 9Y7PDV62F | OLRFP | 7.13% | $112,649,840 |
| ZENITH NORTH TIMBER | LEGACY VECTOR | SPIXC7TJY | UGQ | 10.04% | $41,967,980 |
| LEGACY CAPITAL HORIZON | BEACON QUANTUM | 1LQBC2MO8 | JHE | 0.93% | $97,641,943 |
| OAK HORIZON | EAGLE QUANTUM | 3O6U1G5NS | QBL | 0.68% | $71,072,502 |
| FUSION DELTA | FOCUS HORIZON | EU4YZCE19 | SNDSZ | 1.91% | $95,101,758 |