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Court Square Capital

Updated today

Total assets under management

$10,108,286,700

Total clients

0

Total advisors

0

of 61 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

Average account size

About

Court Square Capital serves qualified institutional and high‑net‑worth investors through privately offered private equity funds (Fund II–V and PlayCore CV) and other pooled vehicles, with approximately $10.1 billion in regulatory assets under management. Its advisory role for those funds focuses on sourcing, negotiating, monitoring and exiting investments made predominantly in non‑public, middle‑market companies.

The firm emphasizes a partnership investment approach built on three pillars—partnership with management, advantaged thematic sourcing in four target industries (business services, industrial, healthcare, and technology & telecommunications), and structured value creation—typically taking controlling equity positions and placing Court Square personnel on portfolio company boards. The brochure describes use of co‑investment vehicles, Executive Advisors and side‑letter arrangements, and notes that Court Square’s investment team and Managing Partners commit material personal capital alongside limited partners.

Court Square’s marketing and disclosure practices are among its more atypical features for a manager of pooled vehicles: the brochure presents predecessor fund performance, cites third‑party ratings, and references endorsements in advertising, all practices that the firm notes in its materials. The brochure also details extensive fee‑offset mechanics, co‑investment allocations and the use of Executive Advisors (whose compensation often comes from portfolio companies), which together highlight governance, allocation and potential conflict practices that distinguish it from many peers.

Client services

Portfolio management

Expertise

Private / alternative investments Business sale tax planning Business ownership considerations Business Financial Management

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0+: 1.50% annually on aggregate commitments during commitment period After commitment period+: 1.00% annually on net invested capital (investment contributions minus distributions and write-offs) $400,000,000 aggregate commitment (Fund IV Lead Investor)+: 1.25% annually on aggregate commitments during commitment period (Fund IV Lead Investor discount) $350,000,000 aggregate commitment (Fund V)+: 1.35% annually on aggregate commitments during commitment period (Fund V discount) $250,000,000 aggregate commitment (Fund V)+: 1.40% annually on aggregate commitments during commitment period (Fund V discount) No stated minimum+: 1.00% annually for PlayCore CV Rollover Partners No stated minimum+: Applicable Fee Rate annually for PlayCore CV New Partners

Performance-based

Carried interest of 10% to 20% of aggregate realized profits depending on Fund and performance criteria, subject to clawback provisions.

Main office location

Court Square Capital

299 Park Avenue, 35 Th Floor

New York NY 10171, United States

Number of offices

1

Most active in

New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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