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TOWNSEND HOLDINGS LLC
TOWNSEND HOLDINGS LLC (CRD# 160006) is an SEC-Registered Investment Advisor (RIA), headquartered in Cleveland, OH. The SEC approved the firm to operate as an RIA in Jan 2012. In Mar 2019, the firm reported total Regulatory Assets Under Management (RAUM) of $16.4 Billion, with discretion over 80% of those assets.   Pooled investment vehicles (Private Funds) account for 40% of RAUM.   Non-US investors represent 36% .  
 
TOWNSEND HOLDINGS LLC also reported in Mar 2019
  • 125 employees, with 90 performing advisory functions.
  • A total of 4 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
TOWNSEND HOLDINGS LLC has one or more disclosure events currently on file with the SEC.
 

View TOWNSEND HOLDINGS LLC's most recent Form ADV filing
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TOWNSEND HOLDINGS LLC has Notice Filings with the following State Securities Authorities: CA-Mar 2016, CT-Mar 2016, DE-Mar 2016, NY-Jan 2012, OH-Jan 20 , TX-Mar 2016


Disclaimer: 
The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel free to contact FindingFraud.org with questions or concerns.


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