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SEC-registered adviser

P••• S••••• C•••••• U•• L•

Asset manager (funds and pooled vehicles)New York, New YorkCRD 338573SEC 801-134917websiteIAPD
Latest filing Mar 30, 2026
First filing on the tape Dec 23, 2025 · 2 filings
SEC status approved since Dec 23, 2025
RAUM
$19B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
147
48 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
36
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$19B as of Mar 30, 2026
Dec 23, 2025$21B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Dec 23, 20250 then
Employees (5.A)147 as of Mar 30, 2026
Dec 23, 2025129 then
Private funds36 as of Mar 30, 2026
Dec 23, 202536 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$525MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$21B, 36 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$19B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
36reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$21B for 36 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • D•••••• J••• R•••••• G• · Chief Executive Officercontrol
        since 03/2009 · owns less than 5%
      • B••••• W••••••• T••••• · Partner, P••• S••••• C•••••• U•• L•
        since 04/2015 · owns less than 5%
      • H••••••• A•••••• J••• · Chief Operating Officer
        since 09/2015 · owns less than 5%
      • K•••••••• A•••• C•••• · Partner, P••• S••••• C•••••• U•• L•
        since 05/2016 · owns less than 5%
      • P••••••• O••••••• E••••• · Partner, P••• S••••• C•••••• U•• L•
        since 02/2012 · owns less than 5%
      • V•••••• L•••• S••••• · Chief Compliance Officer And General Counsel
        since 10/2025 · owns less than 5%
      Entity owners
      • P••• S••••• C•••••• L••••••••• · General Partner Of USA LP
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory employees · 53 to 48
        Dec 23, 2025 to Mar 30, 2026
      • Employees · 129 to 147
        Dec 23, 2025 to Mar 30, 2026
      • Discretionary RAUM · $21B to $19B
        Dec 23, 2025 to Mar 30, 2026
      • Pooled vehicle RAUM · $21B to $19B
        Dec 23, 2025 to Mar 30, 2026
      • RAUM · $21B to $19B
        Dec 23, 2025 to Mar 30, 2026
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Website
      parksquarecapital.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      1-646-681-4905reportedpublic record, Form ADV, Mar 30, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026