8TH STREET INVESTMENTS, LLC

Overview

8th Street Investments, LLC is an independent registered investment adviser that focuses on wealth management for individuals and families, providing financial planning and portfolio management for individual and small-business clients. The firm operates under a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, and it takes a predominantly discretionary approach to client portfolios. Filings indicate 8th Street Investments is not an active ESG investor and does not present itself as a multi-state or pension consultant adviser; it registered with the SEC in 2021 and is owned by an individual. Investment activity centers on public funds and mutual funds as the primary vehicle for market exposure, while the firm supplements public markets with corporate debt and allocations to third-party alternative managers in specific sectors. Client relationships tend to be concentrated and managed on a discretionary basis, allowing the firm to implement model and customized solutions across traditional and alternative asset categories.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices