Data / Investment advisers / Utah / Townsquare Capital, LLC
Townsquare Capital, LLC, Lehi, UT: $18.1 billion AUM, SEC registered investment adviser
Townsquare Capital, LLC is an SEC registered investment adviser with its main office in Lehi, Utah and reports $18.1 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include other investment advisers, high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management and fixed fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 288576
- SEC file number
- 801-110591
- SEC status
- Approved, effective June 9, 2017
- Main office
- Traverse Ridge Center II 3450 Triumph Boulevard, Lehi, UT 84043
- Phone
- (385) 375-8650
- Website
- townsquarecapital.com
- Regulatory AUM
- $18,072,280,303 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $18,072,280,303
- Accounts
- 58,181
- Employees
- 53, of which 17 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 2: 2 private equity funds
- Gross assets of private funds
- $18,691,881
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 76 | $18.02 billion |
| High net worth individuals | Fewer than 5 | $25 million |
| Pooled investment vehicles | 2 | $18.7 million |
| Individuals (other than high net worth individuals) | 18 | $3.3 million |
| Corporations or other businesses | Fewer than 5 | $327,582 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $18.07 billion | March 31, 2026 |
| December 1, 2025 | $14.99 billion | July 22, 2025 |
Other advisers in Lehi
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| West Rim II Ugp, LLC | Lehi | $1.77 billion | 23 | adviserinfo.sec.gov |
| Drive Wealth Advisers | Lehi | $1.50 billion | Not listed | adviserinfo.sec.gov |
| B.O.S.S. Retirement Advisors, LLC | Lehi | $1.38 billion | Not listed | adviserinfo.sec.gov |
| Tanara Wealth Management LLC | Lehi | $1.09 billion | Not listed | adviserinfo.sec.gov |
| Solidarity Wealth, LLC | Lehi | $704.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Lehi, UT
- Investment advisers in Utah
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving other investment advisers
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Townsquare Capital, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.