Newsquare Capital, LLC
● SEC registered since 2010CRD 152430SEC# 801-70908Newtown Square, PA
Reg. AUM
$2.39B
Employees
21
Accounts
4,168
Location
Newtown Square, PA
Newsquare Capital, LLC assets under management
Newsquare Capital, LLC operates as an SEC-registered investment adviser based in Newtown Square, PA. The firm has been registered since 2010. It reports $2.4 billion in regulatory assets under management and employs 21 people.
Newsquare Capital, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christy Lynn Hart Control | Director Of Operations | Under 5% | 2017 |
| Joseph Samuel Rizzello Control | Chief Executive Officer | Under 5% | 2017 |
| Joseph Vincent Naselli Control | Member | 50-75% | 2016 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Newsquare Capital, LLC manage?
Newsquare Capital, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.
How many employees does Newsquare Capital, LLC have?
Newsquare Capital, LLC reports 21 employees.
Where is Newsquare Capital, LLC located?
Newsquare Capital, LLC is based in Newtown Square, PA and has been SEC-registered since 2010.
Does Newsquare Capital, LLC disclose fund performance?
Newsquare Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16 Campus Boulevard, Suite 100, Newtown Square, PA 19073-3229 |
| Phone | 610-325-6117 |
| Fax | 610-325-6292 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.39B▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$2.39Bregulatory AUM
Discretionary $2.39B