# INDEPENDENCE SQUARE HOLDINGS, LLC

INDEPENDENCE SQUARE HOLDINGS, LLC of KING OF PRUSSIA, PA is an SEC-registered investment adviser.

## Registration

- CRD: 300139
- Type: SEC-registered investment adviser
- SEC file number: 801-116750
- Location: 150 SOUTH WARNER ROAD, SUITE 300, KING OF PRUSSIA, PA, 19406
- Phone: 610-520-1500
- Latest filing: 2026-03-06
- Regulatory AUM: $1.8B
- Discretionary AUM: $1.8B
- Non-discretionary AUM: $750K
- Clients: 37
- Accounts: 2,648

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance, Commissions, Subscription, Other
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Black Elliott | MANAGING MEMBER | — |
| Zachary Scott Mineur | CHIEF INVESTMENT OFFICER | — |
| Kaleb Matthew Burns | CHIEF COMPLIANCE OFFICER | — |
| ELLIOTT JOSEPH BLACK | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Mineur Zachary Scott | CHIEF INVESTMENT OFFICER | — |
| SPEARE VALERIE L | CHIEF COMPLIANCE OFFICER | — |
| Burns Kaleb Matthew | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2024-12-21 | criminal | THE PLAINTIFF CAME UP BEHIND MY VEHICLE TO MAKE AN ILLEGAL PASS OVER A DOUBLE YELLOW LINE, ALMOST INTO AN ONCOMING CAR. THE PLAINTIFF CAME VERY CLOSE TO CAUSING A HEAD ON COLLISION. THE PLAINTIFF PROCEEDED TO CUT ME OFF. THEN AT A RED LIGHT, WE HAD WORDS, AND THE PLAINTIFF CHALLENGED ME TO FIGHT. WH… | Pending | — |
| 2020-10-23 | regulatory | WITHOUT ADMITTING OR DENYING THE FINDINGS, BATANSKY CONSENTED TO THE SANCTIONS AND TO THE ENTRY OF FINDINGS THAT HE PARTICIPATED IN A PRIVATE SECURITIES TRANSACTION BY FACILITATING A $50,000 INVESTMENT BY HIS SON, IN A CONVERTIBLE PROMISSORY NOTE, WITHOUT PROVIDING PRIOR WRITTEN NOTICE TO HIS MEMBER… | Final | $8K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300139/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300139/similar
- Related entities: https://search.stillhousedata.com/firm/300139/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300139

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.