{"url":"https://nivawealth.com/firms/park-square-capital-usa-338573","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/338573","regulatoryAum":21108322576,"crd":"338573","secFileNumber":"801-134917","legalName":"Park Square Capital USA LP","displayName":"Park Square Capital USA","website":"https://www.parksquarecapital.com/","linkedinUrl":"https://www.linkedin.com/company/park-square-capital/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"540 Madison Avenue, 30th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10022"},"tradeNames":[],"registration":{"secApproved":"23 December 2025","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":147,"advisory":48,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":21108322576,"discretionaryAccounts":36,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":92,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":36,"regulatoryAum":21108322576}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Park Square Capital USA has custody of $20.75B for 36 clients.","otherCustodians":[],"leadership":[{"name":"JR. Doumar","title":"Chief Executive Officer","crd":"1983135"},{"name":"Matthew Maguire","title":"Chief Financial Officer","crd":"7892524"},{"name":"Andrew Haywood","title":"Chief Operating Officer","crd":"6564733"},{"name":"Luke Varley","title":"Chief Compliance Officer and General Counsel","crd":"7892523"},{"name":"William Bryan","title":"Partner, Park Square Capital USA LP","crd":"5938254"},{"name":"Adam Kornbluh","title":"Partner, Park Square Capital USA LP","crd":"6078816"},{"name":"Osvaldo Pereira","title":"Partner, Park Square Capital USA LP","crd":"3105040"}],"ownership":[{"label":"Park Square Capital US Management Holdings LP","detail":"Limited partner of park square capital usa lp in the 75% or more ownership band and a control person, since August 2014."},{"label":"JR. Doumar","detail":"Indirect owner: a managing member of park square capital principal holdings,llc of Park Square Capital Principal Holdings, LLC in the 75% or more band, since March 2009.","parent":"Park Square Capital Principal Holdings, LLC"},{"label":"Park Square Capital Group, LLC","detail":"Indirect owner: a sole shareholder of park square capital luxembourg group gp s.a.r.l of Park Square Capital Luxembourg Group GP S.A.R.L. in the 75% or more band, since July 2024.","parent":"Park Square Capital Luxembourg Group GP S.A.R.L."},{"label":"Park Square Capital Luxembourg Group GP S.A.R.L.","detail":"Indirect owner: general partner of park square capital us management holdings lp of Park Square Capital US Management Holdings LP and a control person, since March 2021.","parent":"Park Square Capital US Management Holdings LP"},{"label":"Park Square Capital Principal Holdings, LLC","detail":"Indirect owner: a sole member of pscp holdings (guernsey), limited of PSCP Holdings (guernsey) Limited in the 75% or more band, since May 2020.","parent":"PSCP Holdings (guernsey) Limited"},{"label":"PSCP Holdings (guernsey) Limited","detail":"Indirect owner: a sole member of parksquare capital group, llc of Park Square Capital Group, LLC in the 75% or more band, since March 2020.","parent":"Park Square Capital Group, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"540 Madison Avenue, 30th Floor","city":"New York","headquarters":true}]},{"state":"Texas","offices":1,"addresses":[{"street":"Freedom Place, Old Parkland","city":"Dallas"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"16466814905","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":36},"sources":{"adv1FilingDate":"28 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/338573/PDF/338573.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Park Square Capital USA have?","answer":"Park Square Capital USA has 36 clients and manages $21.1 billion for them, as of September 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Park Square Capital USA offer?","answer":"Park Square Capital USA 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 Park Square Capital USA have?","answer":"Park Square Capital USA has 0 investment adviser representatives registered with state securities authorities, out of 147 employees, and 48 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 Park Square Capital USA?","answer":"Park Square Capital USA is owned through a chain of holding companies by JR. Doumar. Its direct owner is Park Square Capital US Management Holdings LP (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Park Square Capital USA get paid?","answer":"Park Square Capital USA 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."}