| 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 |
Independence Square Holdings, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
Independence Square Holdings, LLC reports 37 employees.
Independence Square Holdings, LLC is based in King of Prussia, PA and has been SEC-registered since 2019.
Independence Square Holdings, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.49B |
| Non-discretionary | $585K |
| Total (RAUM) | $1.49B |