NEWSQUARE CAPITAL Overview
Newsquare Capital Management Llc is an investment advisor that manages 380.7 MM dollars in regulatory AUM and has 40 employees, of which 30 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 06/30/21. The fund's latest filing disclosed 844MM in positions, representing 222% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 06/30/21. The fund's latest filing disclosed 844MM in positions, representing 222% of the manager's regulatory AUM.
NEWSQUARE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NEWSQUARE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 4.84% | ETF | 5.02% | -0.03% | 0 | 0% | ||
| SPY | 4.45% | ETF | 5.61% | 0% | 0 | 0% | ||
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FEATURED IN
NEWSQUARE CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James H. Unger | President | October-2009 |
| William R. Meck | Chief Compliance Officer | October-2009 |
| Robert J. Hagenberg | Chief Operating Officer | October-2009 |
NEWSQUARE CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
NEWSQUARE CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss ........................................... 6
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NEWSQUARE CAPITAL Portfolio Concentration
NEWSQUARE CAPITAL Location
16 CAMPUS BOULEVARD, SUITE 200
NEWTOWN SQUARE, Pennsylvania
UNITED STATES, 19073-3229
NEWTOWN SQUARE, Pennsylvania
UNITED STATES, 19073-3229
NEWSQUARE CAPITAL Contact Information
Phone Number: 610-325-6100
Fax Number: 610-325-7010
Website: null
Fax Number: 610-325-7010
Website: null
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