TimesSquare Capital Management is a growth equity investment management firm that uses fundamental research to build diversified portfolios. TimesSquare primarily serves institutional clients, including employee benefit plans, government entities, corporations, and pooled investment vehicles, as well as some high net worth individuals. TimesSquare also offers model portfolios to sponsor banks and broker-dealers.
Fee Structure
TimesSquare Capital Management charges a percentage of your portfolio's value each year for investment management. The specific rate depends on the investment strategy and the amount invested. Fees are negotiable and may vary based on factors like asset levels and service requirements. Here's a general overview of the fees for separately managed accounts:
- U.S. Small Cap Growth Accounts:
- First $50 million: 1.00%
- Next $50 million: 0.90%
- Over $100 million: 0.80%
- U.S. Small/Mid Cap Growth Accounts:
- First $50 million: 0.85%
- Next $50 million: 0.75%
- Over $100 million: 0.60%
- U.S. Mid Cap Growth Accounts:
- First $50 million: 0.80%
- Next $50 million: 0.70%
- Over $100 million: 0.60%
- U.S. FOCUS Growth Equity Accounts: 0.85%
- International Small Cap Accounts:
- First $75 million: 0.85%
- Next $75 million: 0.75%
- Over $150 million: 0.60%
- Emerging Markets Small Cap Accounts: 0.95%
- Global Small Cap Accounts:
- First $75 million: 0.80%
- Next $75 million: 0.70%
- Over $150 million: 0.60%