CRD: 150335
Washington Square Capital Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-14-2009
- Office Locations
- 2
Office Locations
About Washington Square Capital Management LLC
Washington Square Capital Management is an independent RIA based in New York serving retail clients seeking values-aligned investing. The firm combines financial planning and portfolio construction with ethical mandates spanning environmental, human rights, fair trade, and corporate governance, implemented through public stocks and bonds and ETF/index-fund solutions. Primary custodian: Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LOUIS ELLIOT BERGER
Chief Compliance Officer, Managing Member
- CRD
- #5265166
- Ownership
- 50% but less than 75%
SUBIR NMN GREWAL
Founder, Managing Member
- CRD
- #5135856
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,429,124 | $652,131 |
| Non-Discretionary | $4,983,960 | $453,087 |
| Total | $90,413,084 | $636,712 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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