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Data / Investment advisers / New York / Washington Square Capital Management LLC

Washington Square Capital Management LLC, New York, NY: $90.4 million AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Washington Square Capital Management LLC is an SEC registered investment adviser with its main office in New York, New York and reports $90.4 million in regulatory assets under management in its Form ADV filed January 24, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.

The request: Watch Washington Square Capital Management LLC (CRD number 150335): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

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Registration
SEC registered investment adviser
CRD number
150335
SEC file number
801-96237
SEC status
Approved, effective May 8, 2015
Main office
250 Broadway 24th FLR, New York, NY 10007
Phone
(646) 450-9772
Website
wsqcapital.com
Regulatory AUM
$90,413,084 in the Form ADV filed January 24, 2026
Discretionary AUM
$85,429,124
Non discretionary AUM
$4,983,960
Accounts
142
Employees
2, of which 2 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, fixed fees
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
January 24, 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 typeClientsAUM
High net worth individuals20$82.3 million
Individuals (other than high net worth individuals)26$8.1 million

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 ofAUMForm ADV filed
February 2, 2026$90.4 millionJanuary 24, 2026
December 1, 2025$81.9 millionFebruary 27, 2025

Other advisers in New York

AdviserCityAUMPrivate fundsSource
Mon Capital Management LLCNew York$93.2 millionNot listedadviserinfo.sec.gov
Oppenheimer + Close, LLCNew York$93 millionNot listedadviserinfo.sec.gov
Tekmen Wells LLCNew York$92.4 millionNot listedadviserinfo.sec.gov
Pura Vida Investments, LLCNew York$91.5 million3adviserinfo.sec.gov
Atla Capital Management LLCNew York$91.1 million1adviserinfo.sec.gov
Prolific SolutionsNew York$88.5 millionNot listedadviserinfo.sec.gov
Lexion Capital Management LPNew York$87.9 million1adviserinfo.sec.gov
LK Financial Planning LLCNew York$86.9 millionNot listedadviserinfo.sec.gov

Also on SpecStream

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.