NEWSQUARE CAPITAL, LLC
CRD #152430 SEC #801-70908 NEWTOWN SQUARE, PA 610-325-6117
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
21
Clients
0
Accounts
3,752
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.9B | $1.9B | $0 | 21 | 85 |
| Sep 2024 | $1.6B | $1.6B | $0 | 17 | 82 |
| Mar 2024 | $1.6B | $1.6B | $0 | 17 | 82 |
| Aug 2023 | $1.2B | $1.2B | $0 | 16 | 88 |
| Mar 2023 | $1.2B | $1.2B | $0 | 16 | 88 |
| Dec 2022 | $1.2B | $1.2B | $0 | 16 | 84 |
| Mar 2022 | $1.2B | $1.2B | $0 | 16 | 84 |
| Mar 2021 | $919.6M | $919.6M | $0 | 15 | 86 |
| Jan 2021 | $778.6M | $778.6M | $0 | 15 | 64 |
| Jul 2020 | $778.6M | $778.6M | $0 | 15 | 64 |
| Jun 2020 | $778.6M | $778.6M | $0 | 15 | 64 |
| Mar 2020 | $778.6M | $778.6M | $0 | 15 | 64 |
| Oct 2019 | $601.8M | $601.8M | $0 | 14 | 54 |
| Mar 2019 | $601.8M | $601.8M | $0 | 14 | 54 |
| Aug 2018 | $572.2M | $572.2M | $0 | 14 | 32 |
| Mar 2018 | $572.2M | $572.2M | $0 | 14 | 32 |
| May 2017 | $526.3M | $526.3M | $0 | 7 | 1,300 |
| Mar 2017 | $510.2M | $510.2M | $0 | 7 | 1,300 |
| Feb 2017 | $465.4M | $465.4M | $0 | 7 | 900 |
| Jan 2017 | $465.4M | $465.4M | $0 | 7 | 900 |
| Dec 2016 | $465.4M | $465.4M | $0 | 7 | 900 |
| Apr 2016 | $465.4M | $465.4M | $0 | 7 | 900 |
| Apr 2016 | $465.4M | $465.4M | $0 | 7 | 900 |
| Mar 2016 | $465.4M | $465.4M | $0 | 7 | 900 |
| Mar 2016 | $465.4M | $465.4M | $0 | 7 | 900 |
| Mar 2015 | $380.7M | $380.7M | $0 | 40 | 800 |
| Mar 2015 | $380.7M | $380.7M | $0 | 40 | 800 |
| Jan 2015 | $314.9M | $314.9M | $0 | 40 | 700 |
| Feb 2014 | $314.9M | $314.9M | $0 | 40 | 700 |
| Aug 2013 | $242.6M | $242.5M | $165.2K | 40 | 700 |
| Mar 2013 | $242.6M | $242.5M | $165.2K | 40 | 700 |
| Feb 2012 | $132.5M | $128.9M | $3.6M | 11 | 400 |
| Feb 2012 | $132.5M | $128.9M | $3.6M | 11 | 400 |
| Jun 2011 | $73.6M | $70.3M | $3.3M | -- | -- |
| Apr 2011 | $73.6M | $70.3M | $3.3M | -- | -- |
| May 2010 | $25.6M | $25.6M | $0 | -- | -- |
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees21
Clients85
DateSep 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees17
Clients82
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees17
Clients82
DateAug 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients88
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients88
DateDec 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients84
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients84
DateMar 2021
Total AUM$919.6M
Discretionary$919.6M
Non-Disc.$0
Employees15
Clients86
DateJan 2021
Total AUM$778.6M
Discretionary$778.6M
Non-Disc.$0
Employees15
Clients64
DateJul 2020
Total AUM$778.6M
Discretionary$778.6M
Non-Disc.$0
Employees15
Clients64
DateJun 2020
Total AUM$778.6M
Discretionary$778.6M
Non-Disc.$0
Employees15
Clients64
DateMar 2020
Total AUM$778.6M
Discretionary$778.6M
Non-Disc.$0
Employees15
Clients64
DateOct 2019
Total AUM$601.8M
Discretionary$601.8M
Non-Disc.$0
Employees14
Clients54
DateMar 2019
Total AUM$601.8M
Discretionary$601.8M
Non-Disc.$0
Employees14
Clients54
DateAug 2018
Total AUM$572.2M
Discretionary$572.2M
Non-Disc.$0
Employees14
Clients32
DateMar 2018
Total AUM$572.2M
Discretionary$572.2M
Non-Disc.$0
Employees14
Clients32
DateMay 2017
Total AUM$526.3M
Discretionary$526.3M
Non-Disc.$0
Employees7
Clients1,300
DateMar 2017
Total AUM$510.2M
Discretionary$510.2M
Non-Disc.$0
Employees7
Clients1,300
DateFeb 2017
Total AUM$465.4M
Discretionary$465.4M
Non-Disc.$0
Employees7
Clients900
DateJan 2017
Total AUM$465.4M
Discretionary$465.4M
Non-Disc.$0
Employees7
Clients900
DateDec 2016
Total AUM$465.4M
Discretionary$465.4M
Non-Disc.$0
Employees7
Clients900
DateApr 2016
Total AUM$465.4M
Discretionary$465.4M
Non-Disc.$0
Employees7
Clients900
DateApr 2016
Total AUM$465.4M
Discretionary$465.4M
Non-Disc.$0
Employees7
Clients900
DateMar 2016
Total AUM$465.4M
Discretionary$465.4M
Non-Disc.$0
Employees7
Clients900
DateMar 2016
Total AUM$465.4M
Discretionary$465.4M
Non-Disc.$0
Employees7
Clients900
DateMar 2015
Total AUM$380.7M
Discretionary$380.7M
Non-Disc.$0
Employees40
Clients800
DateMar 2015
Total AUM$380.7M
Discretionary$380.7M
Non-Disc.$0
Employees40
Clients800
DateJan 2015
Total AUM$314.9M
Discretionary$314.9M
Non-Disc.$0
Employees40
Clients700
DateFeb 2014
Total AUM$314.9M
Discretionary$314.9M
Non-Disc.$0
Employees40
Clients700
DateAug 2013
Total AUM$242.6M
Discretionary$242.5M
Non-Disc.$165.2K
Employees40
Clients700
DateMar 2013
Total AUM$242.6M
Discretionary$242.5M
Non-Disc.$165.2K
Employees40
Clients700
DateFeb 2012
Total AUM$132.5M
Discretionary$128.9M
Non-Disc.$3.6M
Employees11
Clients400
DateFeb 2012
Total AUM$132.5M
Discretionary$128.9M
Non-Disc.$3.6M
Employees11
Clients400
DateJun 2011
Total AUM$73.6M
Discretionary$70.3M
Non-Disc.$3.3M
Employees--
Clients--
DateApr 2011
Total AUM$73.6M
Discretionary$70.3M
Non-Disc.$3.3M
Employees--
Clients--
DateMay 2010
Total AUM$25.6M
Discretionary$25.6M
Non-Disc.$0
Employees--
Clients--