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Chief Investment Officer · Independence Square Holdings, LLC

Zachary S. Mineur

CRD 5644639 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Independence Square Holdings, LLC, an SEC-registered wealth manager based in King of Prussia, PA with $1.8 billion in regulatory assets, lists Zachary S. Mineur on its Form ADV as Chief Investment Officer, a control person. The SEC filings also name Zachary at 1 other registered adviser.

Firms and roles

  • Independence Square Holdings, LLCChief Investment OfficerWealth manager · King of Prussia, PA · $1.8B in regulatory assets
  • ISQ CapitalChief Investment OfficerAsset manager · King of Prussia, PA · $0M in regulatory assets

AtlasMembers

Zachary’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Zachary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.