{"url":"https://nivawealth.com/firms/court-square-capital-management-156776","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/156776","regulatoryAum":10108286700,"crd":"156776","secFileNumber":"801-73663","legalName":"Court Square Capital Management, L.P.","displayName":"Court Square Capital Management","website":"http://www.courtsquare.com","linkedinUrl":"https://www.linkedin.com/company/courtsquarecapitalpartners/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"299 Park Avenue, 35th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10171"},"tradeNames":[],"registration":{"secApproved":"20 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":61,"advisory":40,"brokerDealerReps":0,"insuranceAgents":0,"promoters":2},"aum":{"discretionary":10108286700,"discretionaryAccounts":33,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":12,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":33,"regulatoryAum":10108286700}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Court Square Capital Management has custody of $10.11B for 33 clients.","otherCustodians":[],"leadership":[{"name":"Jeffrey Alt","title":"Chief Compliance Officer and Chief Financial Officer, Court Square Capital Management, L.P.","crd":"3142061"},{"name":"Christopher Bloise","title":"Managing Partner","crd":"2772528"},{"name":"Michael Delaney","title":"Managing Partner","crd":"6026691"},{"name":"Ian Highet","title":"Managing Partner","crd":"2374183"},{"name":"Thomas McWilliams","title":"Managing Partner","crd":"6026699"},{"name":"David Nguyen","title":"Managing Partner","crd":"4416412"},{"name":"Joseph Silvestri","title":"Managing Partner","crd":"6026712"},{"name":"David Thomas","title":"Managing Partner","crd":"6026722"},{"name":"Jeffrey Vogel","title":"Managing Partner","crd":"4436463"},{"name":"John Weber","title":"Managing Partner","crd":"6026727"},{"name":"Kevin White","title":"Managing Partner","crd":"7720450"}],"ownership":[{"label":"Ian Highet","detail":"Managing partner in the 10% to 25% ownership band and a control person, since May 2008. Also managing member of CSC GP, LLC and a control person, since May 2008."},{"label":"DT CSC, LLC","detail":"Lp, court square capital management, l.p. in the 10% to 25% ownership band, since July 2006."},{"label":"Thomas McWilliams","detail":"Managing partner in the 10% to 25% ownership band and a control person, since July 2006. Also managing member of CSC GP, LLC and a control person, since July 2006."},{"label":"Joseph Silvestri","detail":"Managing partner in the 10% to 25% ownership band and a control person, since July 2006. Also managing member of CSC GP, LLC and a control person, since July 2006."},{"label":"John Weber","detail":"Managing partner in the 10% to 25% ownership band and a control person, since May 2008. Also managing member of CSC GP, LLC and a control person, since May 2008."},{"label":"Mad CSC LLC","detail":"Lp, court square capital management, lp in the 10% to 25% ownership band, since July 2006."},{"label":"Christopher Bloise","detail":"Managing partner in the 10% to 25% ownership band and a control person, since April 2016. Also managing member of CSC GP, LLC and a control person, since April 2016."},{"label":"David Nguyen","detail":"Managing partner in the 10% to 25% ownership band and a control person, since January 2021. Also managing member of CSC GP, LLC and a control person, since January 2021."},{"label":"Jeffrey Vogel","detail":"Managing partner in the 10% to 25% ownership band and a control person, since January 2021. Also managing member of CSC GP, LLC and a control person, since January 2021."},{"label":"Kevin White","detail":"Managing partner in the 10% to 25% ownership band and a control person, since January 2023. Also managing member of CSC GP, LLC and a control person, since January 2023."},{"label":"Michael Delaney","detail":"Indirect owner: managing member of CSC GP, LLC and a control person, since July 2006. Also managing member of Mad CSC LLC and a control person, since July 2006.","parent":"CSC GP, LLC"},{"label":"David Thomas","detail":"Indirect owner: managing member of CSC GP, LLC and a control person, since July 2006. Also managing member of DT CSC, LLC and a control person, since July 2006.","parent":"CSC GP, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"299 Park Avenue, 35th Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-752-6110","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":35},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/156776/PDF/156776.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Court Square Capital Management have?","answer":"Court Square Capital Management has 33 clients and manages $10.1 billion for them, as of March 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Court Square Capital Management offer?","answer":"Court Square Capital Management provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Court Square Capital Management have?","answer":"Court Square Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 61 employees, and 40 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Court Square Capital Management?","answer":"Court Square Capital Management’s direct owners are Ian Highet, DT CSC, LLC, Thomas McWilliams, Joseph Silvestri, John Weber, Mad CSC LLC, Christopher Bloise, David Nguyen, Jeffrey Vogel and Kevin White, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Court Square Capital Management get paid?","answer":"Court Square Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}