Court Square Capital
New York, NY·SEC-registered · CRD #156776
Court Square Capital is an SEC-registered investment advisory firm in New York, NY managing $10B across 33 client accounts, with 40 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$10B
Client accounts
33
Advisory staff
40
Fee model
Fee-only
How Court Square Capital is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Court Square Capital
How much does Court Square Capital manage?
Per its most recent SEC Form ADV filing (03/31/2026), Court Square Capital reports $10B in regulatory assets under management across roughly 33 client accounts.
How does Court Square Capital charge?
Court Square Capital is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Court Square Capital a fiduciary?
Yes. Court Square Capital is registered with the U.S. Securities and Exchange Commission (CRD #156776), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Court Square Capital taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Court Square Capital and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Court Square Capital's public SEC Form ADV filing (CRD #156776, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Court Square Capital. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Court Square Capital? Claim this profile.