Washington Square Capital Management LLC

Washington Square Capital Management, LLC is a registered investment adviser founded in May 2009. The firm manages $79,084,869 on a discretionary basis and $2,780,184 on a non-discretionary basis as of December 31, 2024. Services offered include investment supervisory services, financial planning, and pension consulting. The firm charges an annual advisory fee based on a tiered structure, ranging from 1.50% to 1.00% based on the assets under management. Financial planning fees range from $1,000 to $5,000. The firm primarily uses fundamental value analysis but also considers technical and cyclical analysis. Investment strategies include Capital Core Fixed Income, Global Allocation, and Global Balanced. Clients include individuals, high net worth individuals, pension plans, charitable organizations, trusts, corporations, and businesses, with a minimum account size requirement of $100,000. The firm acts as a fiduciary, providing ongoing portfolio management with limited power of authority over client accounts. Clients are responsible for voting proxies and acting on corporate actions related to their investment assets. The firm does not have any financial commitments impairing its ability to meet client obligations.