Townsend Holdings LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cleveland, OH. Its latest Form ADV filing, dated March 30, 2026, reports $19.6B in regulatory assets under management, 110 employees, 4 offices, and 67 accounts.
Assets Under Management
$19.6B
Employees
110
Offices
4 offices
Total Clients
67
Primary office
CLEVELAND, OH
950 MAIN AVENUE, SUITE 1600, CLEVELAND, OH, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
5 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 67.2% of total clients.
Top client categories% of clientsClients
1
Pension Plans
67.2%
45
2
Pooled Investment Vehicles
23.9%
16
3
Government
7.5%
5
4
Other Advisers
1.5%
1
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$19.6Bas of March 30, 2026
Discretionary80.1%
$15.7B
80% of total RAUM80.1%
Non-discretionary19.9%
$3.9B
20% of total RAUM19.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$19.6B
Total Accounts67
10Y AUM Change+$6.1B (+45.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees110
Clients per Employee1:1
10Y Employee Change+8 (+7.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.