Townsend Holdings LLC

Registered investment advisor · Cleveland, Ohio · CRD #160006

Assets Under Management

$19.6B

Client Accounts

Employees

110

CRD Number

160006

Registration

SEC Registered

Custodian

Northern Trust Company, Bank Of New York Mellon, Jp Morgan Chase

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Townsend Holdings LLC

The Townsend Group is a global investment advisory and management firm specializing in real estate and real assets. Founded in 1983 and headquartered in Cleveland, Ohio, the company focuses on providing tailored investment solutions for institutional investors worldwide. With 42 years of experience, Townsend manages $18.6 billion in assets and advises on an additional $236.7 billion. The firm offers a wide range of services, including custom investment program design, strategy development, inve

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Yes

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Frequently Asked Questions

What is Townsend Holdings LLC's AUM?

Townsend Holdings LLC reports approximately $19.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Townsend Holdings LLC headquartered?

Townsend Holdings LLC is headquartered in Cleveland, Ohio.

What is Townsend Holdings LLC's CRD number?

Townsend Holdings LLC's CRD number is 160006. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.