RIA Intel›Advisers›Ohio›TOWNSEND HOLDINGS LLC

TOWNSEND HOLDINGS LLC

Hybrid

N·CLEVELAND, OH

Data as of Jan 12, 2026 · Source: SEC Form ADV

Total AUM

$19.3B

1-Year AUM Growth

-7.5%

3-Year CAGR

+5.8%

Employees

70

Assets Under Management

Total AUM$19.3B

Discretionary AUM$16.5B

Non-Discretionary AUM$2.8B

Discretionary %85.7%

Total Clients66

Team

Total Employees70

Investment Advisers107

Employee Growth (1Y)-1.2%

Private Funds

Number of Private Funds37

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record42

First FilingDec 12, 2011

Latest FilingJan 12, 2026

🔒 Full AUM trend chart and 42 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TOWNSEND HOLDINGS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.