Independence Square Holdings, LLC
● SEC registered since 2019CRD 300139SEC# 801-116750King of Prussia, PA
Reg. AUM
$1.83B
Employees
37
Accounts
2,648
Location
King of Prussia, PA
Independence Square Holdings, LLC assets under management
Independence Square Holdings, LLC is a registered investment adviser overseen by the SEC based in King of Prussia, PA. The firm has been registered since 2019. It reports $1.8 billion in regulatory assets under management and employs 37 people.
Independence Square Holdings, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Black Elliott Control | Managing Member | Over 75% | 2017 |
| Kaleb Matthew Burns Control | Chief Compliance Officer | Under 5% | 2022 |
| Zachary Scott Mineur Control | Chief Investment Officer | Under 5% | 2020 |
Frequently asked questions
How much does Independence Square Holdings, LLC manage?
Independence Square Holdings, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
How many employees does Independence Square Holdings, LLC have?
Independence Square Holdings, LLC reports 37 employees.
Where is Independence Square Holdings, LLC located?
Independence Square Holdings, LLC is based in King of Prussia, PA and has been SEC-registered since 2019.
Does Independence Square Holdings, LLC disclose fund performance?
Independence Square Holdings, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 150 South Warner Road, Suite 300, King of Prussia, PA 19406 |
| Phone | 610-520-1500 |
| Fax | 610-520-0242 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1994569 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.83B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$1.83Bregulatory AUM
Discretionary $1.83BNon-discretionary $750K