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PARK SQUARE CAPITAL USA LP

NEW YORK, NY · CRD 338573 · IAPD ↗ · 1-646-681-4905

$21.11BRegulatory AUM
48Advisory reps
147Employees
0Clients
n/aPlanning clients
36Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — PARK SQUARE CAPITAL USA LP shrank from 53 to 48 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
April 2026 — PARK SQUARE CAPITAL USA LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
January 2026 — PARK SQUARE CAPITAL USA LP (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $20.75B RAUM and 53 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.