Washington Square Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Washington Square Capital Management provides discretionary portfolio management, financial planning, and pension consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, trusts, and corporate entities. The firm documents client goals and risk tolerance in a risk assessment questionnaire and requires a minimum account size of $100,000 for managed relationships.
Its investment process centers on fundamental value analysis supplemented by technical, charting, and cyclical macroeconomic considerations, and the firm conducts primary research using issuer filings, analyst reports, and third‑party research. Washington Square offers distinct strategies—Capital Core Fixed Income, Global Allocation, Global Balanced—and manages portfolios using either direct securities or pooled vehicles (mutual funds/ETFs), with regular reviews and quarterly monitoring.
A distinctive feature of the firm’s public materials is that it presents hypothetical performance for its strategies, an uncommon practice among peers, and its operating practices emphasize a firm-recommended custodian relationship (Charles Schwab) rather than allowing clients to direct brokerage. The brochure also discloses operational policies such as standing letters of authorization for third‑party transfers and a policy of not voting client proxies, which shape how trade execution, custody, and client reporting are handled.
Client services
Expertise
Fee options
Financial planning fee ranges between $1,000 and $5,000; hourly rate of $300 applies in case of early termination.
$0 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $5,000,000: 1.00% $5,000,001+: By Negotiation
Account minimum: $100,000
Main office
250 Broadway, 24th Flr
New York NY 10007, United States
Offices (2)
Most active in
New York · Oklahoma · Texas
Also doing business as
Washington Square Capital Management LLC · Wsq Capital
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Subir G
CFP®, CFA®, Series 65, Series 66
Tulsa, OK
Washington Square Capital Management LLC
Subir Grewal is a CFP®, CFA®-designated financial advisor with 13 years of industry experience. He is currently with Washington Square Capital Management LLC and serves as CEO and senior consultant at Greyker, Inc., a technology consulting firm. His work history includes roles at UBS Financial Services, Washington Square Technology Inc., Ness, Inc., and Greyker, Inc. Washington Square Capital Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, charitable organizations, trusts, and corporate entities. The firm’s investment approach combines fundamental value analysis with technical and macroeconomic considerations, offering distinct strategies monitored through regular portfolio reviews.
Louis B
Series 66
New York, NY
Washington Square Capital Management LLC
Louis Berger is a financial advisor at Washington Square Capital Management LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Washington Square Capital Management since 2009. Washington Square Capital Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities. The firm’s investment approach focuses on fundamental value analysis supported by technical and macroeconomic factors, and it offers distinct strategies including Capital Core Fixed Income, Global Allocation, and Global Balanced.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)