TOWNSQUARE CAPITAL LLC
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-7 YoYRank #2030 of mapped providers
Assets under administration$9.7B0.0%Market share · rank #1208
Fees received$2MMedian $13,121/planSum across Schedule C direct + indirect
Net wins YoY-61 won · 7 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical TOWNSQUARE CAPITAL LLC plan look like?
Service mix · median fees per plan
Count of plans where TOWNSQUARE CAPITAL LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 4 | $13,121 |
Competitor overlap
Percent of TOWNSQUARE CAPITAL LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under TOWNSQUARE CAPITAL LLC.
| Sponsor | From | Assets |
|---|---|---|
TSVC, INCKS · 061664428-002 | CHARLES SCHWAB & CO., INC. | $1.0B |
Plans lost in 2024
Appeared last year under TOWNSQUARE CAPITAL LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
TECHFLOW MISSION SUPPORT, LLC DBA EMI SERVICESID · 460976793-001 | ASCENT RETIREMENT ADVISORS LLC | $19M |
TECHFLOW, INC.CA · 954620091-003 | ASCENT RETIREMENT ADVISORS LLC | $15M |
RSCI, INC. DBA RECORD STEEL & CONSTRUCTION, INC.ID · 820421355-002 | ASCENT RETIREMENT ADVISORS LLC | $14M |
ELECTRICAL WHOLESALE SUPPLY CO., INC.ID · 820254406-001 | ASCENT RETIREMENT ADVISORS LLC | $11M |
ANY HOUR, INC.UT · 203808635-001 | THE ANGELL PENSION GROUP, INC. | $10M |
MORGAN ASPHALT, INC.UT · 870556185-001 | ASCENT RETIREMENT ADVISORS LLC | $4M |
U.S MECHANICAL LIMITED COMPANYUT · 870501447-001 | ASCENT RETIREMENT ADVISORS LLC | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | $6.8B | 86,655 | $2M | 6y | - |
SKYWEST, INC.UT · 870292166-001 | $1.4B | 18,854 | $7,639 | 4y | 1 |
TSVC, INCKS · 061664428-002 | $1.0B | 9,868 | $7,084 | 1y | - |
KNOBBE MARTENS OLSON & BEAR, LLPCA · 953605138-004 | $363M | 968 | $18,602 | 4y | - |
Flag exposure
75.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (5)
Raw Schedule C names collapsed into TOWNSQUARE CAPITAL LLC.
- TOWNSQUARE CAPITAL INC
- TOWNSQUARE CAPITAL INC.
- TOWNSQUARE CAPITAL LLC
- TOWNSQUARE CAPITAL, INC.
- TOWNSQUARE CAPITAL, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for TOWNSQUARE CAPITAL LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 25.00% | 1.76% | +23.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with TOWNSQUARE CAPITAL LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent