Court Square Capital Management, L.P. (New York)
Court Square Capital Management, L.P. is a large advisory firm based in New York. It manages $6.21 billion of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.
Court Square Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Court Square Capital Management: assets under management
The assets under management (AUM) of Court Square Capital Management, L.P. is $6.21 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and $2.38 billion of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Court Square Capital Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Court Square Capital Management serves?
The only and largest group of clients of Court Square Capital Management is pooled investment vehicles with 18 clients and $6.21 billion of assets under management. Among the 10 most similar advisory firms, Court Square Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $6.21 billion for 18 clients. 17% of the firm’s clients are foreign persons or businesses.
Court Square Capital Management also advises several private funds. Namely, eighteen private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.
Careers at Court Square Capital Management, L.P.
The company employs 44 people that are either part- or full-time employees. 66 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 10 indirect owners.Based in New York
The principal office where Court Square Capital Management, L.P. performs its advisory services is located at 55 East 52 Nd Street, New York, NY 10055 0002, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-752-6110 or by fax 212-752-6184. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at courtsquare.com.
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