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Washington Square Capital Management LLC

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Client assets under management

$90,413,084

Clients

46

43% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

23

Low

Average account size

$1,965,502

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

Financial planning Portfolio management Pension consulting

Expertise

College savings (529s, UTMA, etc.) General retirement planning

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Fee options

Fixed

Financial planning fee ranges between $1,000 and $5,000; hourly rate of $300 applies in case of early termination.

Percentage

$0 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $5,000,000: 1.00% $5,000,001+: By Negotiation

Other

Account minimum: $100,000

Main office location

Washington Square Capital Management LLC

250 Broadway, 24 Th Flr

New York NY 10007, United States

Number of offices

1

Most active in

More info

New York · Oklahoma · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 646-450-9772

Advisors at this firm

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user avatar

Subir G

CFP®, CFA®, Series 65, Series 66

Tulsa, OK

Washington Square Capital Management LLC

Subir Grewal is a CFP® and CFA® with 12 years of industry experience. He is currently a senior consultant and CEO at Greyker, Inc., a technology consulting firm, while also serving as an advisor at Washington Square Capital Management LLC since 2009. His prior work includes roles at Washington Square Technology Inc and Ness, Inc. Washington Square Capital Management provides discretionary portfolio management, financial planning, and pension consulting to a range of clients including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a fundamental value analysis investment process supplemented by technical and macroeconomic research and offers several distinct strategies with regular portfolio reviews.

College savings (529s, UTMA, etc.) General retirement planning
user avatar

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.

College savings (529s, UTMA, etc.) General retirement planning
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