INDEPENDENCE SQUARE HOLDINGS, LLC
CRD #300139 SEC #801-116750 KING OF PRUSSIA, PA 610-520-1500
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
37
Clients
51
Accounts
3,985
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 10
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Burns, Kaleb, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Burns, Kaleb, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Burns, Kaleb, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Burns, Kaleb, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Burns, Kaleb, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Burns, Kaleb, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Burns, Kaleb, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Burns, Kaleb, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Burns, Kaleb, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mineur, Zachary, Scott | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPEARE, VALERIE, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPEARE, VALERIE, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPEARE, VALERIE, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPEARE, VALERIE, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPEARE, VALERIE, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPEARE, VALERIE, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER | E | Control |
| ELLIOTT, JOSEPH, BLACK | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (28)
AZ CA CO CT DC DE FL GA IL IN KY LA MA MD MI MO NC NH NJ NV NY OH OR PA SC TN TX VA
Address
150 SOUTH WARNER ROADSUITE 300
KING OF PRUSSIA, PA 19406
United States
Phone: 610-520-1500